Tutorial For PRO E

- For University Use Only -
Commercial Use Prohibited
PTC Global Services
Introduction to
Pro/ENGINEER
Release 2000i2
T072-310-02
For University Use Only - Commercial Use Prohibited
Copyright
Introduction to Pro/ENGINEER
COPYRIGHT © 1989-2000 PARAMETRIC TECHNOLOGY CORPORATION. ALL RIGHTS

RESERVED.
This Introduction to Pro/ENGINEER Training Guide may not be copied, reproduced, disclosed,
transferred, or reduced to any form, including electronic medium or machine-readable form, or
transmitted or publicly performed by any means, electronic or otherwise, unless Parametric Technology
Corporation (PTC) consents in writing in advance.
Use of the software has been provided under a Software License Agreement.
Information described in this manual is furnished for information only, is subject to change without
notice, and should not be construed as a commitment by PTC. PTC assumes no responsibility or liability
for any errors or inaccuracies that may appear in this manual.
The software contains valuable trade secrets and proprietary information and is protected by United
States copyright laws and copyright laws of other countries. Unauthorized use of the software or its
documentation can result in civil damages and criminal prosecution.
Pro/ENGINEER and Pro/MECHANICA are registered trademarks, and all product names in the PTC
product family and the PTC logo are trademarks of Parametric Technology Corporation in the United
States and other countries. All other companies and products referenced herein have trademarks or
registered trademarks of their respective holders.
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This Software and Documentation are provided with RESTRICTED RIGHTS. Use, duplication, or
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Parametric Technology Corporation, 128 Technology Drive, Waltham, MA 02453
© 2000 Parametric Technology Corporation. Unpublished – all rights reserved under the copyright laws
of the United States.
PRINTING HISTORY
Document No. Date Description
T072-310-01 07/10/00 Initial Printing of Introduction to Pro/ENGINEER for Release 2000i2
T072-310-02 09/08/00 Revisions to Introduction to Pro/ENGINEER for Release 2000i2
Order Number DT-072-310-EN

Printed in U.S.A
Training Agenda
Day 1
The Pro/ENGINEER Interface
Pick-and-Place Features
The Sketcher Mode
Sketched Features
Day 2
Datum Planes
Parent/Child Relationships
Simple Sweeps and Blends
Relations
Day 3
Patterns and Copy
Drawing Creation and Views
Additional Detailing and Associativity
Creating Assemblies
Day 4
Layers and Suppression
Additional Datum Features
Additional Advanced Features
The Resolve Environment
Day 5
Information Tools
Configuring Pro/ENGINEER
Modeling Philosophy
PTC Telephone and Fax Numbers
The following is a list of telephone and fax numbers you may find useful:
Education Services Registration in North America

Tel: (888)-782-3773
Fax: (781) 398-5553
Technical Support (Monday - Friday)

Tel: (800) 477-6435 (U.S.)
(781) 894-5332 or (781) 894-5523 (outside U.S.)
Fax: (781) 398-5650
License Management
Tel: (800) 216-8945 (U.S.)
(781) 398-5559 (outside U.S.)
Fax: (781) 398-5795
Contracts
Tel: (800) 791-9966 (U.S.)
(781) 398-5700 (outside U.S.)
In addition, you can find the PTC home page on the World Wide Web at:
http://www.ptc.com. The Web site contains the latest training schedules,
course descriptions, registration information, directions to training facilities, as
well as information on PTC, the Pro/ENGINEER product line, Consulting
Services, Customer Support, and Pro/PARTNERS
Acknowledgments
The Pro/ENGINEER curriculum is a joint development effort between the courseware development
teams at PTC and RAND Worldwide.
Both companies strive to develop industry leading training material and in turn deliver it to you the
customer.
PTC RAND Worldwide

128 Technology Drive 5285 Solar Drive
Waltham, MA 02453 Mississauga, ON
USA Canada
1-781-398-5000 L4W 5B8
http://www.ptc.com 1-877-726-3243
http://www.rand.com
Table of Contents
INTRODUCTION TO PRO/ENGINEER 1-1

Pro/ENGINEER: A SOLID MODELER............................................................................1-2
Feature-Based .................................................................................................................... 1-3
Parametric .......................................................................................................................... 1-4
Associative......................................................................................................................... 1-5
THE PRO/ENGINEER INTERFACE 2-1

SCREEN LAYOUT............................................................................................................2-2
Main Window .................................................................................................................... 2-2
Pull-Down Menus .............................................................................................................. 2-2
Toolbar............................................................................................................................... 2-3
Display Area ...................................................................................................................... 2-3
Message Area..................................................................................................................... 2-4
WORKING WITH MODELS ............................................................................................2-4
Using Dialog Boxes ........................................................................................................... 2-5
Retrieving Models.............................................................................................................. 2-6
Retrieving Multiple Models ............................................................................................... 2-8
Saving Changes.................................................................................................................. 2-9
Closing Windows............................................................................................................... 2-9
Deleting Files ..................................................................................................................... 2-9
LABORATORY PRACTICAL ........................................................................................2-11
EXERCISE 1: Using Pro/ENGINEER ............................................................................ 2-11
EXERCISE 2: Manipulating Model Size and Orientation ............................................... 2-14
EXERCISE 3: Interrogating the Model Tree ................................................................... 2-17
EXERCISE 4: Challenge Exercise................................................................................... 2-20
MODULE SUMMARY....................................................................................................2-24
PICK-AND-PLACE FEATURES 3-1

PICK AND PLACE FEATURES.......................................................................................3-2
Creating the Straight Hole Feature..................................................................................... 3-2
Creating the Simple Round ................................................................................................ 3-5
Specifying Radius Values for a Simple Round .................................................................. 3-7
Creating an Edge Chamfer .................................................................................................3-7

LABORATORY PRACTICAL ......................................................................................... 3-9
EXERCISE 1: Creating an Edge Chamfer .........................................................................3-9
EXERCISE 2: Creating a Simple Edge Chain Round Feature .........................................3-14
EXERCISE 3: Exploring the Straight Hole Feature.........................................................3-20
Exercise 4: Challenge Exercise ........................................................................................3-29
MODULE SUMMARY ................................................................................................... 3-32
SKETCHER BASICS 4-1

THE SKETCHER ENVIRONMENT ................................................................................ 4-2
The Sketcher Interface........................................................................................................4-2
Intent Manager ...................................................................................................................4-3
Pop-Up Menus....................................................................................................................4-4
SKETCHER MODE FUNCTIONALITY ......................................................................... 4-5
Sketcher Menus ..................................................................................................................4-5
Specifying References ........................................................................................................4-6
Creating Geometry .............................................................................................................4-6
Dimensioning .....................................................................................................................4-8
Constraining .....................................................................................................................4-10
Additional Sketcher Tools................................................................................................4-11
SETTING SKETCHER PREFERENCES........................................................................4-14
SKETCHER PHILOSOPHY ........................................................................................... 4-17
Rules of Thumb ................................................................................................................4-17
LABORATORY PRACTICAL ....................................................................................... 4-19
EXERCISE 1: Sketching Basics.......................................................................................4-19
EXERCISE 2: Sketching in Steps ....................................................................................4-25
EXERCISE 3: Sketching a Hexagon................................................................................4-30
MODULE SUMMARY ................................................................................................... 4-33
SKETCHED FEATURES 5-1

TWO SKETCHED FEATURES........................................................................................ 5-2
Specifying Extruded and Revolved Forms .........................................................................5-2
SKETCHING AND REFERENCE PLANES.................................................................... 5-3
The Sketching Plane’s Default Orientation ........................................................................5-4
SKETCHER BASICS ........................................................................................................ 5-5
EXERCISE 1: Creating a Cut.............................................................................................5-9
EXERCISE 2: Creating a Protrusion................................................................................5-20
MODULE SUMMARY ................................................................................................... 5-24
DATUM PLANES 6-1

USING BASE FEATURES AND DATUM PLANES ......................................................6-2
The Base Feature and Its Importance................................................................................. 6-2
What is a Datum Plane? ..................................................................................................... 6-2
Using Default Datums as the Base Feature........................................................................ 6-3
CREATING ADDITIONAL DATUM PLANES...............................................................6-3
Defining a Datum Plane..................................................................................................... 6-3
Internal Datums.................................................................................................................. 6-4
LABORATORY PRACTICAL ..........................................................................................6-5
EXERCISE 1: Creating a Base Feature ............................................................................. 6-5
EXERCISE 2: Using Default Datums as References to Other Features ............................ 6-9
EXERCISE 3: Creating an Additional Datum Plane ....................................................... 6-13
MODULE SUMMARY....................................................................................................6-16
PARENT/CHILD RELATIONSHIPS 7-1

PARENT/CHILD RELATIONSHIPS................................................................................7-2
Parent/Child Relationships with Pick-and-Place Features ................................................. 7-2
Parent/Child Relationships with a Sketched Feature ......................................................... 7-2
Changing the Parents of a Feature ..................................................................................... 7-3
ORDER OF FEATURE REGENERATION ......................................................................7-5
Using Feature Insert Mode................................................................................................. 7-6
EXERCISE 1: Changing Design Intent ........................................................................... 7-10
MODULE SUMMARY....................................................................................................7-19
SWEEPS AND BLENDS 8-1

SWEPT FEATURES ..........................................................................................................8-2
Defining a Sweep ............................................................................................................... 8-2
Sweep Sections and Trajectories........................................................................................ 8-2
BLEND FEATURES..........................................................................................................8-3
Creating Parallel Blends..................................................................................................... 8-3
EXERCISE 1: Creating Parallel Blend Features................................................................ 8-6
EXERCISE 2: Creating a Simple Sweep Protrusion........................................................ 8-12
MODULE SUMMARY....................................................................................................8-16
RELATIONS 9-1
DEFINING PARAMETRIC RELATIONS........................................................................9-2
Types of Relations ............................................................................................................. 9-3
Representing Relations: Types and Symbols .....................................................................9-4

Using Relations ..................................................................................................................9-4
Relations: An Illustration ...................................................................................................9-5
Order of Relations ..............................................................................................................9-6
Design Changes..................................................................................................................9-8
EXERCISE 1: Creating Relations ......................................................................................9-9
EXERCISE 2: Creating Parameters for Feature-Control..................................................9-13
MODULE SUMMARY ................................................................................................... 9-16
DUPLICATING FEATURES: PATTERNS AND COPY 10-1

CREATING A PATTERN............................................................................................... 10-2
Benefits of Patterning .......................................................................................................10-2
Types of Patterns ..............................................................................................................10-2
Pattern Options .................................................................................................................10-3
THE COPY FEATURE ................................................................................................... 10-8
Specifying Location..........................................................................................................10-8
Choosing Features ............................................................................................................10-8
Establishing Dependence..................................................................................................10-8
LABORATORY PRACTICAL ..................................................................................... 10-10
EXERCISE 1: Creating a Dimension Pattern.................................................................10-10
EXERCISE 2: Creating a Reference Pattern ..................................................................10-13
EXERCISE 3: Creating Rotational Patterns of Sketched Features.................................10-17
EXERCISE 4: Copying Features....................................................................................10-27
MODULE SUMMARY ................................................................................................. 10-31
DRAWINGS AND VIEWS 11-1

DRAWING FUNDAMENTALS..................................................................................... 11-2
Creating a Drawing...........................................................................................................11-2
Adding Drawing Views....................................................................................................11-2
Types of Views.................................................................................................................11-2
Adding a Cross Section ....................................................................................................11-4
Manipulating Views .........................................................................................................11-5
EXERCISE 1: Creating a Drawing ..................................................................................11-7
MODULE SUMMARY ................................................................................................. 11-14
ADDITIONAL DETAILING AND ASSOCIATIVITY 12-1

CAPTURING DESIGN INTENT .................................................................................... 12-2
Detailing the Drawing...................................................................................................... 12-2

Drawing and Solid Model: Need for Consistency............................................................ 12-2
Two Types of Dimensions ............................................................................................... 12-2
Manipulating Dimensions ................................................................................................ 12-3
EXERCISE 1: Detailing the Gear Part Drawing.............................................................. 12-5
MODULE SUMMARY..................................................................................................12-10
CREATING ASSEMBLIES 13-1

ASSEMBLY CREATION ................................................................................................13-2
The Surface Normal Vector ............................................................................................. 13-3
Constraint Options ........................................................................................................... 13-3
Packaging or Under-Constrained Components ................................................................ 13-7
ASSEMBLY MODIFICATION.......................................................................................13-8
Changing Design Intent of the Assembly ........................................................................ 13-8
OTHER ASSEMBLY OPTIONS .....................................................................................13-9
Extracting a Bill of Materials........................................................................................... 13-9
Creating Exploded Views ................................................................................................ 13-9
LABORATORY PRACTICAL ......................................................................................13-11
EXERCISE 1: Creating and Modifying an Assembly ................................................... 13-11
MODULE SUMMARY..................................................................................................13-22
LAYERS AND SUPPRESSION 14-1

DEFINING LAYERS .......................................................................................................14-2
Functionality .................................................................................................................... 14-2
Working Rules ................................................................................................................. 14-2
CREATING LAYERS......................................................................................................14-2
Selecting the Object ......................................................................................................... 14-2
Creating Layers................................................................................................................ 14-3
Associating Items to a Layer............................................................................................ 14-3
Setting the Display Status of a Layer ............................................................................... 14-4
Manipulating Layer Display Status.................................................................................. 14-6
SUPPRESSION FUNCTIONALITY ...............................................................................14-7
Using Suppression............................................................................................................ 14-8
Suppressing Parent/Child Relationships .......................................................................... 14-8
Saving and Resuming Suppressed Features ..................................................................... 14-8
EXERCISE 1: Using Layers in Part Mode ...................................................................... 14-9
EXERCISE 2: Using Layers in Assembly Mode........................................................... 14-13
EXERCISE 3: Suppressing in Part Mode ...................................................................... 14-20
EXERCISE 4: Suppressing Components in Assembly Mode ........................................14-22

MODULE SUMMARY ................................................................................................. 14-25
ADDITIONAL DATUM FEATURES 15-1

ADDITIONAL DATUM FEATURES ............................................................................ 15-2
Datum Axes......................................................................................................................15-2
Datum Curves...................................................................................................................15-3
Datum Points ....................................................................................................................15-3
Datum Coordinate Systems ..............................................................................................15-4
EXERCISE 1: Creating Additional Datum Features........................................................15-5
MODULE SUMMARY ................................................................................................... 15-8
ADDITIONAL ADVANCED FEATURES 16-1

SURFACE DEFORMATION.......................................................................................... 16-2
Creating a Draft Feature ...................................................................................................16-2
OTHER FEATURES ....................................................................................................... 16-4
Creating a Rib...................................................................................................................16-4
Creating Standard Holes Based on Units..........................................................................16-5
Creating Counterbores and Countersunk Holes................................................................16-6
EXERCISE 1: Creating a Neutral Plane Draft Feature ....................................................16-8
EXERCISE 2: Creating a Rib.........................................................................................16-12
EXERCISE 3: Creating a Sketched Hole .......................................................................16-13
MODULE SUMMARY ................................................................................................. 16-15
THE RESOLVE ENVIRONMENT 17-1

TYPES OF FAILURES ................................................................................................... 17-2
Entering the Resolve Environment...................................................................................17-2
Using the Resolve Environment Tools.............................................................................17-2
EXERCISE 1: Resolving a Failure...................................................................................17-6
MODULE SUMMARY ................................................................................................. 17-10
INFORMATION TOOLS 18-1

MODEL DESIGN INFORMATION ............................................................................... 18-2
Obtaining Information about a Specific Feature...............................................................18-2
Obtaining Regeneration Information................................................................................18-2
Accessing Information about Part Features......................................................................18-2
Obtaining Information about the Assembly ..................................................................... 18-2

MEASUREMENT, INTERFERENCE, AND MASS PROPERTIES..............................18-3
Calculating Mass Properties............................................................................................. 18-3
Calculating Clearance and Interference ........................................................................... 18-4
EXERCISE 1: Using Information Tools.......................................................................... 18-5
MODULE SUMMARY....................................................................................................18-8
CONFIGURING PRO/ENGINEER 19-1

CUSTOMIZING PRO/ENGINEER .................................................................................19-2
Configuration Files .......................................................................................................... 19-2
Creating Mapkeys ............................................................................................................ 19-4
CONFIGURING THE TOOLBAR ..................................................................................19-5
Adding Icons to Existing Toolbars .................................................................................. 19-5
Pull-down Menus and Mapkeys....................................................................................... 19-6
THE MODEL TREE ........................................................................................................19-7
LABORATORY PRACTICAL ......................................................................................19-10
EXERCISE 1: Setting Up a Configuration File ............................................................. 19-10
Exercise 2: Creating a Mapkey ...................................................................................... 19-15
EXERCISE 3: Configuring the Model Tree .................................................................. 19-18
MODULE SUMMARY..................................................................................................19-21
MODELING PHILOSOPHY 20-1

THE DESIGN INTENT....................................................................................................20-2
Recording Your Design Criteria ...................................................................................... 20-2
Using Pro/ENGINEER as a Parametric Tool................................................................... 20-2
Creating Parent/Child Relationships ................................................................................ 20-2
Advantages of Pro/ENGINEER’s Associativity............................................................... 20-3
Changing Design Intent ................................................................................................... 20-4
MODULE SUMMARY....................................................................................................20-5
PROJECT LABORATORY A-1

INTRODUCTION .............................................................................................................A-2
PART CREATION ............................................................................................................A-3
SECTION 1: Creating the Motor Part............................................................................... A-3
SECTION 2: Creating the Lower Housing Part................................................................ A-5
SECTION 3: Creating the Snap Ring Part ........................................................................ A-9
SECTION 4: Creating the Upper Housing Part .............................................................. A-11
CREATING ASSEMBLIES AND DEVELOPING PART MODELS ...........................A-18
SECTION 1: Creating the Motor Assembly....................................................................A-18

SECTION 2: Concurrent Design of the Motor Housing .................................................A-22
SECTION 3: Creating the Blower Assembly..................................................................A-23
SECTION 4: Creating the Motor Part Drawing ..............................................................A-26
MODEL INTERROGATION ......................................................................................... A-29
SECTION 1: Designing the Cover Part...........................................................................A-30
SECTION 2: Completing the Motor Part ........................................................................A-33
SECTION: 3: Completing the Blower Assembly............................................................A-35
SECTION 4: Finishing the Motor Assembly ..................................................................A-39
......................................................................................................................................... A-41
FINISHING PARTS, ASSEMBLIES, AND DRAWINGS ............................................ A-42
SECTION 1: Developing the Motor Part ........................................................................A-42
SECTION 2: Finishing the Lower Housing ....................................................................A-44
SECTION 3: Finishing the Drawing ...............................................................................A-46
USING PTC.HELP B-1

PTC HELP OVERVIEW .................................................................................................. B-2
PTC Help Features ............................................................................................................ B-2
USING THE PRO/ENGINEER HELP SYSTEM ............................................................ B-2
To Get Help on Tasks in a Dialog Box.............................................................................. B-2
GETTING HELP THROUGH THE PTC HELP SIDEBAR ............................................ B-3
PTC HELP MODULE LIST ............................................................................................. B-4
PTC GLOBAL SERVICES: TECHNICAL SUPPORT C-1

FINDING THE TECHNICAL SUPPORT PAGE ............................................................ C-2
OPENING A TECHNICAL SUPPORT CALL................................................................ C-2
Opening a call via email .................................................................................................... C-2
Opening a Call via Telephone ........................................................................................... C-3
Opening Calls on the PTC Web Site ................................................................................. C-3
Sending Data to Technical Support ................................................................................... C-3
CALL / SPR FLOW CHART AND PRIORITIES............................................................ C-4
REGISTERING FOR ON-LINE SUPPORT .................................................................... C-5
ONLINE SERVICES ........................................................................................................ C-6
FINDING SOLUTIONS IN THE KNOWLEDGE BASE................................................ C-6
GETTING UP-TO-DATE INFORMATION.................................................................... C-8
CONTACT INFORMATION ........................................................................................... C-8
Internet .............................................................................................................................. C-8
Telephone .......................................................................................................................... C-9
ELECTRONIC SERVICES ............................................................................................ C-13
Module
Pro/ENGINEER is a powerful application. It is ideal for capturing
the design intent of your models because at its foundation is a
practical philosophy. In this lesson, you will learn the concepts that
drive this philosophy and the powerful functionality that it generates.
OBJECTIVES
After completing this module, you will be able to:
• Explain Pro/ENGINEER’s uses as a solid modeler

• Define the three pillars of Pro/ENGINEER’s practical philosophy,
its being feature-based, associative, and parametric
Page 1-1
NOTES
Pro/ENGINEER: A SOLID MODELER

Pro/ENGINEER is a solid modeler—it develops models as solids,
allowing you to work in a three-dimensional environment. In
Pro/ENGINEER,
• The solid models have volumes and surface areas.

• You can calculate mass properties directly from the geometry you
create.
• While you can manipulate a solid model’s display on the screen, the
model itself remains a solid, as shown in Figure 1.
• As a solid modeling tool, Pro/ENGINEER is feature-based,
associative, and parametric.
Figure 1: Model Display
Pag e 1 - 2 In t r o d u c t i o n t o P ro / EN G I N E E R
NOTES
Feature-Based
Pro/ENGINEER is feature-based. Geometry is composed of a series of
easy to understand features. A feature is the smallest building block in a
part model. Things to remember:
• Pro/ENGINEER allows building a model incrementally, adding

individual features one at a time.
• This means, as you construct your model feature by feature you choose
your building blocks as well as the order you create them in, thus
capturing your design intent.
• Design intent is the motive, the all-driving force, behind every feature
creation.
• Simple features make your individual parts as well as the overall
model flexible and reliable.
Base Feature Protrusion Added Blind Cut Added
Thru- All Cuts and Holes Added Chamfer Added Rounds Added
Figure 2: Building Models Feature by Feature
I n t r o d u c t i o n t o P ro / EN G I N E E R Pag e 1 - 3
NOTES
Parametric
Pro/ENGINEER is parametric i.e. it is driven by parameters or variable
dimensions. This means:
• Geometry can be easily changed by modifying dimensions

• Features are interrelated.
• Modifications of a single feature propagate changes in other features
as well, thus preserving design intent.
• A relationship, known as a parent/child relationship, is developed
between features when one feature references another.
5 10
Figure 3: Protrusion and Hole Follow Side of Block
NOTES
Associative
Pro/ENGINEER models are often combinations of various parts,
assemblies, drawings, and other objects. Pro/ENGINEER makes all these
entities fully associative. That means if you make changes at a certain
level those changes propagate to all the levels. For example if you change
dimensions on a drawing the change will be reflected in the associated
part. Figure 4 shows associativity between a part and an assembly.
Original shaft before

length modification
Shaft associated to assembly
10
Modification of shaft length

Assembly automatically updates
Figure 4: Associativity
I n t r o d u c t i o n t o P ro / EN G I N E E R Pag e 1 - 5
Module
The Pro/ENGINEER Interface

In this module, you examine the Pro/ENGINEER interface.
Proficiency in the interface enables you to take advantage of
Pro/ENGINEER’s powerful design functionality in subsequent
lessons.
Objectives
• Define the four elements of the main Pro/ENGINEER window and

describe their functionality.
• List the different Pro/ENGINEER model file types.
• Retrieve, save, erase, and delete various Pro/ENGINEER models.
• Describe the uses of the Model Tree and the Menu Manager.
• Prove the parametric, associative, and feature-based characteristics
of Pro/ENGINEER.
Page 2-1
NOTES
SCREEN LAYOUT
Figure 1 Sample Model in Pro/E Main Window
Main Window
When you start Pro/ENGINEER, the main window opens on your desktop.
You create your designs in this window. The four distinct elements of the
window are:
• Pull-down menu
• Toolbar
• Display area
• Message area
Pull-Down Menus
The Pro/ENGINEER pull-down menus are valid in all modes of the
system.
NOTES
• File – C ontains commands for manipulating files

• Edit – Contains action commands
• View – Contains commands for controlling model display and display
performance.
• Datum – Creates datum features
• Analysis – Provides access to options for model, surface, curve and
motion analysis, as well as sensitivity and optimization studies.
• Info – Contains commands for performing queries and generating
reports.
• Applications – Provides access to various Pro/ENGINEER modules.
• Utilities – Contains commands for customizing your working
environment.
• Windows – Contains commands for managing various
Pro/ENGINEER windows.
• Help – Contains commands for accessing online documentation.
Toolbar
The Pro/ENGINEER toolbar contains icons for frequently used options
from the pull-down menus. The toolbar can also be customized.
Figure 2: Standard Pro/ENGINEER Toolbar
Display Area
Pro/ENGINEER displays parts, assemblies, drawings, and models on the
screen in the display area. An object’s display depends on the current
environment settings. When you select the model on the screen, the
system distinguishes between an edge and a surface of the model by
highlighting them in two different colors.
Note:
Surfaces of models are valid in Pro/ENGINEER regardless of
the model display.
T h e P ro / E NG IN E E R In t e rf a ce Pag e 2- 3
NOTES
Message Area
The message area between the toolbar and the display area performs
multiple functions by:
• Providing status information for every operation performed.

• Providing queries/hints for additional information to complete a
command/task.
• Prompting you for additional information by sounding a bell.
• Displaying icons in the message area, which represent different forms
of information such as warnings or status prompts.
To view old messages, you can use the scrollbar located on the right.
Note:
When Pro/ENGINEER requires data input, it temporarily
disables all other functions until you enter the required data.
WORKING WITH MODELS

Pro/ENGINEER has file extensions associated with different models such
as drawings, parts, and assemblies.
• .PRT – Part files allow you to create 3-D models consisting of many
features.
• .ASM – Assembly files contain information on how 3-D parts and
assemblies are assembled together.
• .DRW – Drawing files contain 2-D fully dimensioned drawings of parts
or assemblies.
• .SEC – Sketch files contain 2-D non-associative sketches that can be
imported while in sketcher mode.
In addition, there is also a SKETCHER mode that allows you to create two-
dimensional sketches that are parametric.
NOTES
Using Dialog Boxes

Dialog boxes in Pro/ENGINEER are used for model manipulation, feature
creation, and saving. There are two kinds of dialog boxes, general and
model.
General Dialog Box

A general dialog box performs general functions such as saving, viewing,
and interrogating. The graphic in Figure 3 represents some of the common
elements in a general dialog box.
Title
Tabs
Drop-down
arrow
Check box
Text box
Command button
Figure 3: Example of a Dialog Box
Model Dialog Box

A model dialog box creates and modifies model geometry by requesting
required and optional elements from the user. Required elements are
modifiable properties of a Pro/ENGINEER feature that must be specified
to completely define a feature. Optional elements are additional operations
that you may perform but are not necessary for completing the feature.
The following figure illustrates a model dialog box that defines a round
feature.
NOTES
Figure 4: A Model Dialog Box
Buttons in the above dialog box are described below:
• Define – Allows you to define and/or change selected elements in the

dialog box.
• Refs – Displays the external references of the current selected
element.
• Info – Generates a listing of the properties of the feature that you are
creating.
• OK – Completes the definition of the elements, creating the feature or
model entity.
• Cancel – Cancels the current feature or model entity.
• Preview – Allows you to check geometry before completing the
feature definition. It is not available until you have defined all required
elements.
In addition, Resolve rectifies failures in defined elements by allowing
changes to these elements.
Retrieving Models
When you retrieve files into a working session by clicking File > Open ,
Pro/ENGINEER also opens up a MODEL TREE window and a Menu
Manager that allow you to create, manipulate, and modify model geometry.
Using the Model Tree

The MODEL TREE presents the model structure feature by feature. You
can choose features from the MODEL TREE for modification and deletion.
MODEL TREE icons denote the corresponding item type and its current
status.
NOTES
Figure 5: Model Tree with Added Parameters
Using the Menu Manager

The MENU MANAGER displays a list of menus that you can use to create,
modify, and duplicate model geometry.
Using the MENU MANAGER, you drive along a certain path to complete a
task by making choices from menus. Each time you choose an option from
a submenu, Pro/ENGINEER opens another submenu until you have
finished making selections.
Help with Menus
Holding your mouse over any menu option provides one-line help
displayed on the bottom of the current active window. If you need
additional help, choose the menu option with the right mouse button and
click Get Help from the pop-up menu.
Note:
The system administrator must install and set up the online
documentation for you to be able to access this functionality.
NOTES
Retrieving Multiple Models

You can have multiple models in session at one time—each window
containing a model—making it possible to refer to one model while
working on another. However, Pro/ENGINEER allows you to work only
on one active window at a time. To activate a window, you must click
Window > Activate .
Working with Multiple Sub-Windows

If the main window currently contains a model, Pro/ENGINEER
automatically opens a new main window each time you open another
model. The new main window contains the same toolbars and message
area as the first main window.
Figure 6: A New Window over the Main Window
NOTES
Saving Changes
Save changes at any time by clicking File > Save . It is a good practice to
save often. When saving a model, Pro/ENGINEER creates a new version
by increasing the version number, thereby creating two existing versions.
To retrieve an old version, you must specify the version number in the
retrieval name. To display the version numbers in the FILE OPEN dialog
box, use the All Versions option.
Figure 7: Opening a Version of a Model
Closing Windows
To close a window use Window > Close or File > Close Window .
However, this does not remove the model from the current session of
Pro/ENGINEER. The model still occupies RAM space on the computer. If
the model is no longer required, erase it from memory by clicking File >
Erase > Current. To erase all models that are in session but not displayed
in windows, click File > Erase > Not Displayed .
Deleting Files
Click File > Delete to remove old versions of a model. When you click
File > Delete > All Versions , the system deletes all versions of the model
from the system memory as well as from the hard drive.
NOTES
LABORATORY PRACTICAL
Goal
To prove that Pro/ENGINEER is a parametric, associative, and feature-
based solid modeler.
Method
The first two exercises of this lab deal with the user interface and how to
manipulate the size and orientation of a model. The final exercise
demonstrates that Pro/ENGINEER is a parametric, associative, and
feature-based solid modeler.
EXERCISE 1: Using Pro/ENGINEER

Task 1. Open the master assembly.
1. Click File > Open .
2. In the OPEN dialog box, click the Type drop-down arrow and click
Assembly . Only assembly files become visible.
3. Open master.asm .
Task 2. Manipulate the display of the assembly.
1. Click Utilities > Environment .
2. In the ENVIRONMENT dialog box, clear the Datum Planes and

Datum Axes check boxes.
3. Click Apply . Do not close the dialog box.
4. At the bottom of the dialog box, click Hidden Line from the
DISPLAY STYLE drop-down list.
5. Click Apply .
Task 3. Change the orientation of the assembly.
1. From the DEFAULT ORIENT drop-down list, click Isometric .
Pag e 2 - 1 0 I n t r o d u c t i o n t o P ro / EN G I N E E R
NOTES
2. Click Apply .
3. Change the orientation back to Trimetric .
4. Click OK to close the dialog box.
Figure 8: Hidden Line Display of Assembly
Task 4. Use the toolbar to manipulate the model.
1. Click on the Datum Planes icon in the toolbar. Datum planes

reappear.
Display coordinate
Display datum systems
planes
Display axes Display datum

points
Figure 9: Datum Display Section of Toolbar
2. Shade the model. Click the Shade icon from the toolbar.
NOTES
Wireframe Shade display
display
Hidden Line No Hidden Line

display display
Figure 10: Changing the Model Display
3. Once again, revert back to hidden line display.
4. You may also use the pull-down menu to cosmetically shade the
model. Click View > Shade .
Note:
Hidden Line remains selected on the toolbar because we
have only cosmetically shaded the model and have not
switched to a shaded display mode.
5. Repaint the screen. Click View > Repaint .
NOTES
EXERCISE 2: Manipulating Model Size and

Orientation
Task 1. Change the size and orientation of the model using the toolbar.
1. Click the Zoom In icon.

Refit
Orient the model

Repaint
Zoom In Saved Views

Figure 11: Model Orientation Options
2. Pick a location on the model with the left mouse button and pick a
second location to create a zoom box.
3. The model zooms in.
4. Now click the Zoom Out icon.
5. Click the Refit icon to resize the model.
Task 2. Orient the model so that the bracket faces front.
1. Click .
2. A dialog box opens with the Orient by Reference type already

selected.
3. In Options, Reference 1 refers to what is to be parallel to the screen

and Reference 2 what orients that parallel reference.
4. Leave the default FRONT from the REFERENCE 1 drop-down list.
5. Pick the front surface of the bracket part as shown in Figure 12.
NOTES
Pick this
surface to face
front for
Reference 1.
Pick this surface

as the top for
Reference 2.
Figure 12: Surface Selection for Orientation
6. Now pick the other surface of the bracket part as Reference 2, as

shown above.
7. The model changes its orientation.
8. Click OK in the ORIENTATION dialog box.
Figure 13: Model after Orientation
NOTES
Task 3. Change the model back to the default orientation.
1. Click View > Default .
Tips & Techniques:

You can also manipulate the model orientation by using the
mouse buttons and <Ctrl> key. The left mouse button zooms
the model, the middle spins it, and the right pans it.
NOTES
EXERCISE 3: Interrogating the Model Tree

Task 1. Modify dimensions of model using the MODEL TREE.
1. Click View > Model Tree , if the Model Tree is not on.
2. Modify offset of the master shaft part. Right-click and hold on

MASTER_SHAFT.PRT.
3. Click Modify from pop-up menu.
4. Pick the 76 dimension that appears.
5. In the text box in the message area, type [90] and press <ENTER>.
6. Click Done in the MODIFY menu of the MENU MANAGER.
7. Click Done/Return in the ASSEM MOD menu.
Task 2. Regenerate the assembly.
1. In ASSEMBLY menu, click Regenerate .
2. In PRT TO REGEN menu, click Automatic .
3. The shaft moves to its new location.
4. Note that the gear and crank parts follow the shaft. This proves the
parametric nature of the assembly.
Task 3. Test the associativity by modifying length of the shaft part.
1. Open MASTER_SHAFT.PRT.
2. Click Modify in MENU MANAGER.
3. Pick the shaft as shown in Figure 14.
NOTES
Pick the shaft

here
Pick this dimension

to modify.
Figure 14: Modifying the Shaft
4. Pick the 152 dimension.
5. Type [250] and press <ENTER>.
6. Click Regenerate in the MENU MANAGER.
7. Save the shaft model by clicking .
8. Accept the default name of MASTER_SHAFT.PRT.
Task 4. Check for associativity between the shaft and the assembly
1. Close the SHAFT window by clicking Window > Close Window .
2. Make the assembly window active. Click Window > Activate .
3. Regenerate the assembly. From Menu Manager, click Regenerate

> Automatic .
4. The regenerated assembly appears with modified shaft dimensions,

as shown below.
NOTES
Figure 15: Assembly after Modification and Regeneration
5. A modification made to a part automatically modifies the whole

assembly. This proves the associativity of Pro/ENGINEER.
NOTES
EXERCISE 4: Challenge Exercise

Task 1. Now, investigate the associativity between one assembly
component and an incomplete drawing.
1. Open the drawing DRAW_CRANK2. DRW.
2. Click Modify in the DETAIL menu.
3. Pick the dimension to be modified 60.50 .
4. Enter 90.5 as the new dimension.
Modify this
dimension
Figure 16: Crank2 Drawing
5. Click Drawing > Regenerate > Model to see the changes.
6. Save the drawing model.
7. Close the drawing window. Click File > Close Window .
8. Activate the assembly window. Notice that the crank is updated in

the assembly.
NOTES
Task 2. Check for interference between the solid models of the

assembly.
1. Start the interference calculation. Click Analysis > Model

Analysis . The MODEL ANALYSIS dialog box appears. The default
type is set to Assembly Mass Properties .
2. Change the analysis type to check for global interference. Select

Global Interference from the TYPE drop-down list.
3. Start the calculation. Accept the defaults and click Compute .
TYPE drop-
down list
Figure 17: Analyzing Global Interference
4. Investigate the results. In the RESULTS window, the system

indicates that two parts are interfering. Use the arrow to toggle to
the different models. Note that the volume of interference
highlights on the screen.
5. Close the dialog box.
6. Save the assembly model. Click File > Save and accept default
name.
NOTES
Task 3. Determine the results of closing the master assembly window.
1. Click Window > Close Window from the pull-down menu. Notice
the base Pro/ENGINEER window cannot be removed as indicated
in the message area.
2. Open the CRANK2 part that is still in memory. In the FILE OPEN
dialog box, click the In Session icon.
In Session
icon
Figure 18: Using the IN SESSION Option
3. Select CRANK2. PRT. Click Open . The system retrieves this model
from the system memory, not from the computer hard drive.
Task 4. Remove the master assembly models that are not displayed in a
window from the session memory.
1. Erase the models that are not displayed. Click File > Erase > Not
Displayed .
2. A dialog box appears with the selected models that are in session.
Click OK from the dialog box to complete the operation.
NOTES
Task 5. Retrieve in session models again to determine which ones

remain in session.
1. Open the OPEN dialog box again. Click File >Open . Click In
Session . Note that the CRANK2.PRT is the only model that is
listed because it was displayed in a window when you erased the
other models.
2. Close the operation. Click Cancel in the dialog box.
Task 6. Erase the crank model from system memory to conserve RAM.
1. Erase the current file. Click File > Erase > Current . Confirm the
operation.
NOTES
MODULE SUMMARY
In this module you have learned that:
• Pull-down menus, toolbar, display area, and message area are the four
important elements of the Pro/ENGINEER user interface.
• Models can be oriented and displayed on the screen in various ways.
• Pro/ENGINEER models such as parts, assemblies, and drawings
exhibit feature-based, parametric, and associative characteristics.
• You can work with multiple windows. Pro/ENGINEER automatically
opens a new main window each time you open an additional model.
• Erasing models that are not in use frees up system memory.
Module
Pick-and-Place Features
Certain Pro/ENGINEER features need not be (Keep it simple) built.
They are freely provided and can simply be utilized whenever
needed. These features are called Pick-and-Place features.
Objectives
• Identify and define the three types of Pick-and-Place features.

• Create, delete, and modify the three Pick-and-Place features.
• Navigate among the various options of the HOLE dialog box to
capture the intent of the hole element in the lab practical.
Page 3-1
NOTES
PICK AND PLACE FEATURES

The three Pick-and-Place features are:
• straight hole
• edge round
• edge chamfer
To create any of these features, you specify the appropriate placement
references on your model and provide the required dimensions.
Pro/ENGINEER places the feature on that location.
Note:
Pick-and-Place features behave parametrically with respect to
their placement references. That is, if the placement reference
moves, the feature also moves.
Choosing Hidden References Using Query Select

When you click Query Select and then pick on a surface, a dialog box
appears with various reference options.
Creating the Straight Hole Feature

Pro/ENGINEER creates all straight holes with a constant diameter. The
hole feature always removes material from your model.
Placement Options
To place a hole on your model, you can choose from the following options
in the PLACEMENT menu.
• Linear – Places the hole on a plane. Dimensions the center of the hole
from two surfaces or edges using linear dimensions.
NOTES
Figure 1: Linear Hole
• Radial – Places the hole with respect to an axis using polar dimensions
on a plane, cylinder, or cone. Radial holes placed on a plane have a
diameter, radius, or linear dimensioning scheme.
Figure 2: Radial Holes on a Plane
• Coaxial – Places the hole coaxially using an existing axis. Does not
create placement dimensions, only a diameter dimension for the hole
itself.
Figure 3: Coaxial Hole
Pi ck-an d- Pla ce F eatu re s Pag e 3- 3

NOTES
• On Point – Places the center of the hole directly on an on surface

datum point. The axis of the hole is normal to the placement surface.
Figure 4: On Point Hole
Depth Options
You can also create the hole from either side of the placement plane or
from both sides using the Depth One and Depth Two options in the HOLE
dialog box.
Figure 5: Side Options
The system determines how deep to create the hole based on your depth
specification. Figure 6 illustrates the various depth options listed in the
HOLE dialog box.
NOTES
Variable
Thru All
Thru Next
To Reference
Thru Until
Figure 6: Hole Depth Options
Creating the Simple Round

Round features create a rounded smooth transition between two adjacent
surfaces. An edge round smoothes the hard edges between adjacent
surfaces.
Pro/ENGINEER offers two types of rounds: simple and advanced. Simple

rounds employ the default round shape and transitions. Advanced rounds
employ user-defined round shapes and transitions.
Radius Options for a Simple Edge Chain Round

• Constant – Assigns the same radius value to every selected edge.
• Variable – Specifies radii at every selected edge at the endpoints and,
optionally, at intermediate vertices along the edge being rounded.
Figure 7: Constant and Variable Radius Rounds
• Full Round – Creates a round that completely removes a model

surface.

NOTES
Full Round
Figure 8: Full Round
Note:
Do not dimension other features to the edges or tangent edges
of round features. Round features make unstable parents.
Tip:
You should create round features on your model as late in the
design process as possible.
Figure 9: Cut Feature Dimensioned to the Edge Round
NOTES
Specifying Radius Values for a Simple Round

• Enter – (default) Specifies a new radius value that does not appear in
the menu. Use the <ESC> key to select other radius type options.
• Pick On Surf – Specifies a point on the adjacent surface that
determines the radius value (Figure 10).
• Thru Pnt/Vtx – Specifies a datum point, vertex, curve, or edge end
through which the radius of the round should pass (Figure 11).
• Default Values – Specifies a radius value as the system default value
or a previously entered radius value in the SEL VALUE menu.
Picked a point on
this surface. Round created
tangent
Original model
Figure 10: Using the Pick On Surf Option

Picked this vertex.
Original Model
Figure 11: Using the Thru Pnt/Vtx Option
Creating an Edge Chamfer

An edge chamfer feature removes a flat section of material from a selected
edge or edges to create a beveled surface between the two original
surfaces common to the edges. The Pro/ENGINEER dimensioning
schemes for edge chamfers are shown in Figure 12.

NOTES
Figure 12: Edge Chamfer Dimensioning Schemes
Note:
When selecting circular edges for chamfers, Pro/ENGINEER
only highlights one half of the edge. Since the system places
the chamfer on the entire circular edge, you do not have to
select the other half of the edge.
NOTES
Goal
By the end of this lab, you will have command over the important Pick-
and-Place features of Pro/ENGINEER: the Straight Hole, the Simple
Edge Chain Round and the Edge Chamfer.
Method
This lab is structured to present the Pick-and-Place features in their order
of complexity.
EXERCISE 1: Creating an Edge Chamfer

In this exercise, you add two edge chamfers to an existing model using
two different dimensioning methods: 45 x d and d1x d2.
Figure 13: The Starting Model
Task 1. Adding the 45 x d edge chamfer to a cylinder.
1. Retrieve the CHAMFERS.PRT from the INTRO_PROE_310

directory.

NOTES
2. From MENU MANAGER, click Feature > Create > Solid >
Chamfer .
3. Click Edge > 45 x d . Type [1.0] as the value for the chamfer
dimension.
4. Pick the two circular edges on either end of the cylindrical

protrusion.
5. After the edges have been selected, click Done Sel > Done Refs.
Pick these
two edges
Figure 14: Selecting the Circular Edges
6. Click OK to complete the chamfer.
NOTES
Figure 15: Completed Chamfer
Task 2. Add the D1 X D2 chamfer to the four edges at the bottom of the
model.
1. Click Create > Solid > Chamfer > Edge .
2. Select D1 X D2 from the SCHEME menu. Type [1.0] as the value

for D1 and [2.0] as the value for the D2 dimension.
3. Switch to a Hidden Line view. Click Query Sel , then pick the
hidden bottom surface as the reference surface for the D1
dimension.
Pick the bottom

surface.
Figure 16: Picking the Bottom Surface

NOTES
4. Pick the front edge and right side edge as edge references.
5. Click Query Sel , then pick the two hidden bottom edges.
Pick these two

hidden bottom
edges.
Pick front
and right
side edges
Figure 17: Picking the Hidden Edges
Note:
When Pro/ENGINEER prompts for you to pick an edge or
surface, the system can determine the difference between the
two, thus filtering out everything but the prompted reference
type.
6. Click Done Sel > Done Refs .
7. Click OK to complete the chamfer.
8. Click the Shade icon to display a shaded model.
NOTES
Figure 18: Completed Chamfers Model
9. Save the model. Accept the default name when saving the part.
10. Close the current working window.

NOTES
EXERCISE 2: Creating a Simple Edge Chain Round

Feature
In this exercise, you add four different simple edge chain round features to
the model.
Figure 19: Simple Edge Chain Round Feature
Task 1. Open the model and add some rounds.
1. Open ROUNDS.PRT.
2. Create the first round feature as a corner break on the front end of
the cylinder. Click Feature > Create > Solid > Round > Simple >
Done .
3. Give the round a constant radius value. Click Constant > Edge
Chain > Done .
4. Leave the default tangent chain and pick the first edge of the
cylinder to round, as shown in Figure 20. Click Done .
NOTES
Pick this edge
Figure 20: Selection of the Edge
5. Type [.5] as the value for the radius dimension and click OK .
Task 2. Create a second edge round, similar to the first, at the other end
of the cylinder.
1. Click Feature > Create > Solid > Round > Simple > Done .
2. Click Constant > Edge Chain > Done .
3. Pick the back edge of the cylinder, as shown in Figure 21, then
choose Done .

NOTES
Pick this
circular edge
Figure 21: Second Edge Reference
4. Type [.75] as the radius value. Click OK .
Task 3. Create a simple round with a variable radial attribute. Look at

the final graphic of this section for an idea of what you want to achieve.
1. Start defining the edge round. Click Feature > Create > Solid >
Round > Simple > Done .
2. Click Variable > Edge Chain > Done .
3. Switch to the Hidden Line display.
4. Define the single edge references. Click One By One .
5. Pick the three visible vertical edges of the base as shown in Figure
22.
6. Click Query Sel . Pick the hidden vertical edge.
7. Click Done .
NOTES
Pick these
three edges
Pick the fourth
(hidden) edge here.
Figure 22: Selecting the Variable Rounds References
8. Do not add any intermediate points. Click Done .
Task 4. Pro/ENGINEER highlights geometry when querying for

information. Define the radius values, keeping track of the vertices that
Pro/ENGINEER highlights.
1. As the system highlights each end of every edge, type [0] as a

value for the top of the edge; type [2] as a value for the bottom of
the edge.
2. Complete the round feature. Click OK .
Task 5. Use the surface chain attribute to round the base edges of the
part.
1. Click Create > Solid > Round .
2. Click Simple > Done > Constant > Edge Chain > Done .

NOTES
3. From the MENU MANAGER, click Surf Chain over the default
tangent chain. Read the message window.
4. Click Query Sel , then pick the bottom surface as the selection
reference.
Pick the
bottom
surface.
Figure 23: Selecting the Surface Reference
5. Click Select All > Done .
Task 6. Define a radius value by selecting on the surface of the model

(without entering a numerical value as usually done).
1. To activate the RADIUS TYPE menu, press <ESC>.
2. Click Pick on Surf .
3. Pick the front edge of the base first.
4. Now pick above the edge on the adjacent angled surface, as shown
in figure below.
5. Click OK to create the feature.
NOTES
Pickt this point

Pick this edge on the surface to
first define radius
Figure 24 Defining Radius by Picking on Surface
6. The completed model will look as in the figure below.
Figure 25: The Completed Model
7. Save the part and erase it from memory.

NOTES
EXERCISE 3: Exploring the Straight Hole Feature
Four cooling fins
Base feature
270-degree
flange
Fluid pipe
Figure 26: Straight Hole Feature
Task 1. Create a linear placed hole with a variable depth of 30 on the

top of the base feature of the model, as shown in Figure 26.
1. Open STRAIGHT_HOLES.PRT.
2. Click Feature > Create > Solid > Hole . The HOLE dialog box
appears, as shown in Figure 27.
NOTES
Figure 27 Hole Dialog Box
3. Leave the default hole type as Straight .
4. Type [7.5] as the diameter value. Press <ENTER> .
5. Leave the depth one default as Variable and depth two as None .
6. Type [30] as the depth value. Press <ENTER> .
7. Through the Primary Reference you define the location of the hole.
8. First click on the arrow next to the primary reference. Choose the
placement plane by picking on the top surface of the base feature
as shown in Figure 28.

NOTES
Placement plane
First dimension
reference (hidden
side surface)
Second dimension
reference
Figure 28: Creating a Linear Placed Hole
9. For the first linear reference, click > Query Sel to pick the
hidden side of the base feature. Type [10] as the distance for this
reference. Press <ENTER>.
10. For the second linear reference again click > Query Sel to
pick the visible front surface. Type [15] for the distance from this
reference. Press <ENTER>.
11. Click .
NOTES
Figure 29: The First Completed Hole
Task 2. Add a linear hole that runs through the cooling fins. Reference
it to the back and right side surfaces of the fins, so that if the fins get
longer or wider the hole will move with them.
1. Start the definition of the hole feature. Click Feature > Create >
Solid > Hole .
2. In the HOLE dialog box, leave the default hole type as Straight .
3. Type [12.5] for the hole diameter. Press <ENTER>.
4. Click Thru All as the depth option.
5. Define the placement location. Pick the top surface of the first
cooling fin near the right back corner, as shown in Figure 30.
First dimension reference

(hidden back surface)
Second dimension
reference (visible
thin surface of fin)
Placement plane
Figure 30: Creating the Second Straight Hole Feature

NOTES
6. For the first linear reference, click Query Sel , then pick the hidden
back side surface of the base feature. Type [10] as the distance for
this reference. Then press <ENTER>.
7. For the second reference, click Query Sel , then pick the side
surface (not the edge) of the topcooling fin. Type [10] for the
distance. Then press <ENTER>.
Note:
If you are creating another hole after creating a hole, use the
repeat button .
8. You may preview the hole feature but do not close the HOLE
dialog box.
Figure 31: The Second Hole Placed
Task 3. Use the TO REFERENCE depth option to create another linear

hole through the top three fins.
1. In the HOLE dialog box, leave the default Straight hole type. Type
[12.5] as the diameter. Press <ENTER> .
2. Click To Reference in the Depth One option dropdown menu.
NOTES
3. Click Query Sel , then pick the bottom surface of the third fin. By
this, you are specifying that the hole has to end at the bottom
surface of the third fin.
Pick this surface
as the placement
plane
Second
dimensional
reference
First
Dimensional
reference
Figure 32: Creating the Third Hole
4. For the Primary Reference, pick the top surface of the first fin as
shown in figure.
5. For the first Linear Reference, pick the front part of the base
feature and type [10] for the distance. Press <Enter >.
6. For the second Linear Reference, pick the visible side surface of
the cooling fin. Define the second distance as 10 units as well.
7. Complete the hole feature.

NOTES
Select the hidden

underside
surface
Figure 33: The Up to Surface Hole
Task 4. Create a coaxial hole to the cylindrical feature.
1. Define the hole. Click Feature > Create > Solid > Hole
2. In the HOLE dialog box, leave the default hole type as Straight .
3. Type [5] as a value for the hole diameter.
4. Let the Depth One dimension be a To Reference. Click Query

Sel , then pick the visible front surface of the base feature as the
depth reference.
5. In the HOLE PLACEMENT box, select the front surface of the

cylindrical protrusion as the primary reference.
6. Select Coaxial from the PLACEMENT TYPE drop-down list.
7. Pick the A_3 axis of the cylindrical protrusion as the axial

reference. If you cannot see the axis, turn it on in the toolbar.
NOTES
8. Click checkmark to complete the coaxial hole feature.

Axis line (A_3)
Depth surface to
extrude up to
Pick here for

the placement
plane
Figure 34: Creating a Coaxial Straight Hole

NOTES
Exercise 4: Challenge Exercise

Task 1. Create a straight hole radially placed on a planar surface.
1. Set the hole specifications.

½ Diameter = 15mm
½ Depth One = To Reference
½ Depth Two = None
½ Depth Reference = Invisible surface of the circular flange.
2. Set the hole placement.

½ Primary Reference = Visible front surface of the circular flange
½ Placement Type = Radial
½ Axial Reference = A_3 of the fluid pipe
½ Distance = 25 mm
NOTES
½ Angular Reference = Front face of the flange near the angled

cut.
½ Angle = 25.
Pick this axis
Small angled surface
Figure 36: Creating a Radial Mounting Hole
Pick this surface

as the placement
location
Figure 37: Selection of the Reference
3. Complete the hole.
4. Optional: Change the diameter of the flange from 47 to 60 and

regenerate to see the change in the model.

NOTES
NOTES
MODULE SUMMARY
In this module, you have learned that:
• Hole, Round, and Chamfer form the three important Pick-and-Place

features in Pro/ENGINEER.
• The Hole feature can be placed linearly, radially, coaxially, and on
point and has many depth options.
• The Round and Chamfer features are best created towards the end of
the design process because they are not good references. Also, they
can complicate design intent with unwanted parent-child relationships.
• Rounds can be created with varying radius options: Constant,
Variable, and Fully Rounded.
• Chamfers can be placed not only on planes and perpendicular surfaces
but also on circular edges.

Module
Sketcher Basics
Previously, you have learned that “Pick and Place” features allow
for very fast creation of features such as holes and rounds whose
geometry is easily understood as part of standard engineering
operations. For any geometry that involves the definition of more
complex, individual shapes, you will actually sketch them.
To enable this, Pro/ENGINEER provides a Sketcher mode and
includes a built-in Intent Manager to help you capture design intent.
This module starts with the basics of the Sketcher mode.
Objectives
• Describe the functions and tools in the Sketcher mode.

• Explain how the Sketcher dimensioning scheme allows you to
capture design intent.
• Create geometry including lines, centerlines, arcs, circles,
rectangles, and sketched points.
• Apply geometrical constraints to sketched entities, such as the
“equal lengths” constraint and the “perpendicular” constraint.
• Employ Sketcher Tools to change section sketches.
Page 4-1
NOTES
THE SKETCHER ENVIRONMENT

The Sketcher Interface
The Sketcher interface consists of:
• A menu bar with the usual Pro/ENGINEER pull-down menus and two
additional Sketcher-specific menus—EDIT and SKETCH.
• A standard Pro/ENGINEER toolbar.
• An additional Sketcher toolbar with specific Sketcher functionality
such as Undo , Dimensions On/Off , and Grid On/Off .
• A message area below the toolbars.
• An Intent Manager with fly-out icons on the right to perform
frequently used actions.
• An additional Sketcher-specific message area at the bottom left of the
window describing Intent Manager’s fly-out icons.
Figure 1: Sketcher Interface
NOTES
• The color red is used to highlight and select entities. This provides
accurate and easily identifiable entities selections.
• Using the mouse, you can select individual or multiple-specific
sketched entities, or all entities that fall within a swept box.
Intent Manager
• The Intent Manager with fly-out icons appears automatically on the
right side of the screen when you enter the Sketcher mode.
• These icons are logically grouped together, based on capability.
Default cursor to
pick entities
Icons to create
different kinds of
geometry
To create dimensions
To modify dimensions
To impose constraints
To trim Entities
Figure 2 Intent Manager’s Fly-Out Icons
• With fly-out icons, you can access the most frequently used sketching
tools with a single click without having to go to pull-down menus.
Sk etche r B asi cs Pag e 4- 3

NOTES
Pop-Up Menus
• Additional pop-up menus can be accessed by holding the right-mouse
button in the Sketcher mode display area.
• These pop-up menus aid ease-of-use.
• They offer short-cut methods for sketching, modifying, dimensioning,
deleting, and undoing steps.
Figure 3 A Typical Sketcher Pop-Up Menu
NOTES
SKETCHER MODE FUNCTIONALITY

Sketcher Menus
• EDIT and SKETCH are two top-level menus specific to the Sketcher
mode.
• They contain all the commands needed in the sketching environment.
They are shown below.
Figure 4 Edit and Sketch Menus
• In addition, all Intent Manager commands are available through these

menus.
• You can insert Text into the Sketching area using the Text option in
the SKETCH menu.
• With the new EDIT menu, you can manipulate your sketched geometry
with the Modify, Move , Trim , Toggle Construction , and Toggle
Lock commands.

NOTES
Specifying References
One of the first things you will be prompted for after beginning a sketch in
the Sketcher mode will be to specify references of the section you are
about to sketch.
You will need to provide references when you:
• Create a new feature.

• Redefine a feature with missing or insufficient references.
• Provide insufficient references to place a section.
It is good practice to reference before sketching. This provides the
sketched entities a location to automatically align to and dimension from.
Note:
The references that you select for a section create Parent/Child
relationships.
Creating Geometry
Sketcher mode enables the creation of a variety of geometrical shapes and
entities. The basic ones—lines, arcs, and circles—are discussed below.
Lines
Figure 5 Lines Fly-Out Icons
Using the Line fly-out icons in the Intent Manager, you can create two
types of sketched lines—straight lines from point to point or centerlines
for referencing or constraining entities.
Arcs
Figure 6 Arcs Fly-Out Icons
NOTES
Using the Arcs fly-out icons in the Intent Manager, you can create four
types of arcs. You can create:
• An arc by 3 points or tangent to an entity at its endpoint.

• A concentric arc.
• An arc by picking its center and endpoints.
• A conic arc.
Circles
Figure 7 Circle Fly-Out Icons
Using the Circle fly-out icons in the Intent Manager, you can create three
types of circles. You can create:
• A circle by picking the center and a point on the circle.

• A concentric circle.
• A full ellipse.
Sketched circle
Concentric to this
edge
Figure 8 Sketching a Concentric Circle to an Edge

NOTES
Dimensioning
After completing a sketch, you must dimension it. To place dimensions in
Sketcher, pick the entity with the left mouse button and place the
dimension with the middle-mouse button.
The following figure illustrates the simple dimensioning of a rectangle.
Figure 9 Creating Dimensions for a Rectangle
• You can grab a dimension and place it at a more convenient position in

the Sketcher at any point during or after sketching.
• An orderly arrangement of dimensions helps visual clarity, particularly
when the sketch gets complex.
Figure 10 Grabbing and Moving Dimensions
NOTES
Modifying Dimensions
• Sketcher makes it easy to modify dimensions of geometric entities at
any time.
• With the MODIFY DIMENSIONS dialog box, shown below, you can
change the dimension values of multiple entities with just a click of the
mouse.
Figure 11 Modify Dimensions Dialog Box
• In addition, you can now double-click on an individual dimension to

change its value.
• The SENSITIVITY scrollbar at the bottom right of the dialog box allows
you to adjust the sensitivity of the control wheels for changing
dimensions dynamically.
• You also have the options to dynamically Regenerate and Lock
Scale the sketch.

NOTES
Constraining
• Sketcher assumes certain constraints for the geometrical entities you
create.
• You are free to impose your own constraints overriding the system’s
default constraints to capture your design intent.
• This can be done easily by accessing the CONSTRAINTS dialog box
shown below.
Figure 12 Sketcher Constraints Dialog Box
You can use constraint options to:
1. Make a line or two vertices vertical.
2. Make two entities tangent.
3. Make two points or vertices symmetrical about a centerline.
4. Make a line or two vertices horizontal.
5. Place a point on the middle of the line.
6. Create equal lengths, equal radii or same curvature constraint.
7. Make two entities perpendicular.
8. Creates same points or points on entities.
9. Make two lines parallel.
NOTES
Additional Sketcher Tools

EDGE
The Edge tool has two instances represented by its two fly-out icons in the
Intent Manager, as shown below:
Figure 13 Edge Fly-Out Icons
• Use Edge – Uses an existing model edge to create sketched entities.

Automatically selects that edge as a specified reference.
Figure 14: Using Existing Model Edge to Create Sketched Entities

NOTES
• Offset Edge – Uses existing model edge to create sketched entities at

an offset distance.
Figure 15: Creating Sketched Entities at an Offset Distance
Note:
The Use Edge and Offset Edge options create parent/child
relationships with the referenced feature.
Copy
Copies 2-D draft/imported entities from a drawing. You can dynamically
move and scale a section, making legacy data easier to manipulate. This
functionality can be accessed by clicking Edit > Copy from the pull-down
menus.
Mirror
This tool mirrors sketched entities from one side of a centerline to the
other. This can be accessed by Edit > Mirror.
Move
• Repositions sketched entities. The MOVE ENTITY menu displays the
following options:
• Drag Item – Moves an entity or its vertex to a new location.
½ Drag Many – Translates picked entities within a sketch.
NOTES
½ Rotate90 – Rotates sketched entities about a specified point by

multiples of 90 degrees.
½ Dimension – Repositions a dimension within a sketch.
Trim
This can be accessed by clicking Edit > Trim . Trim shortens (or extends)
an entity in three different ways corresponding to the three fly-out icons
shown below:
Figure 16 Trim Fly-Out Icons
½ The first dynamically trims section entities

½ The second cuts or extends entities to other entities or
geometry.
½ The third divides an entity at the point of selection, replacing
the original with two new entities.
Replace
Replaces a sketched entity from the original section with a newly sketched
entity.
Section Analysis
To obtain information about a particular section within Sketcher, click
Analysis > Section Analysis . This option provides you with information
about
• intersection and tangency points

• angles and distances
• dimensioning references
• entity curvature display
Sketcher Points
½ They force coincidence among sketched entities.
½ Allow slanted dimensions between sketched entity end-points.

NOTES
Figure 17: Midpoint Definition Using Sketcher Point
Figure 18 Defining Theoretical Sharps Using Sketcher Points
SETTING SKETCHER PREFERENCES

You can now modify the Sketcher environment in the new SKETCHER
PREFERENCES dialog box in the UTILITIES menu.
NOTES
Figure 19 Sketcher Preferences Dialog Box
Use the SKETCHER PREFERENCES dialog box to:
• Modify the display options of various sketcher entities.

• Set constraints preferences by enabling or disabling constraints
assumed by Sketcher.
• Set grid, grid spacing, and accuracy parameters.
• Click the Default button to reset the preferences.
Sketching in 3-D
When you select the Use2D Sketcher option from the ENVIRONMENT
dialog box. Sketcher starts in 2-D orientation (that is, with the sketching
plane parallel to the computer screen).

NOTES
Figure 20 The Environment Dialog Box
When you do not select this option, Sketcher starts in 3-D orientation. You
may change the view orientation at any time and sketch in 3-D. Using
View > Sketch View , you can re-orient a Sketcher section into the 2-D
view while in Sketcher mode.
NOTES
SKETCHER PHILOSOPHY
Rules of Thumb
Certain rules of thumb must be rigorously adhered to gain maximum
advantage from the power of the Sketcher mode’s diverse capabilities,
1. Keep sketches simple.

½ This makes the final model flexible and helps regeneration.
2. Use the Undo option

½ The Undo option restores a sketched section to its prior state.
½ This is extremely useful when sketching features
incrementally.
3. Do not sketch to scale.

½ Firstly, concentrate on getting your geometry straight by
sketching large.
½ Secondly, resolve the sketch by modifying dimensions.
½ This rule is particularly helpful when the sketched entities are
small.
4. Use the grid as an aid.

½ Create lines equal, parallel, or perpendicular.
½ Align sketched entities.
½ Align centers horizontally and vertically.
5. Do not extend the sketch outside of the part.

½ There is no need to sketch sections that extend outside the part,
as is required with some solid modeling packages.
6. Make effective use of Sketcher accuracy.

½ The range for the accuracy is 1.0 e-9 through 1.0 (default).
½ To prevent Sketcher from making constraints, you can increase
Sketcher accuracy by changing it from 1.0 to a lower number.
7. Use open and closed sections appropriately.

½ When sketching an open section, you cannot have more than
one open section per feature.

NOTES
½ If you use an open section, you must explicitly align its open
ends to the part.
½ When in doubt over whether you should use an open or closed
section, you should use a closed one since it is easier to
regenerate, and is less prone to failure.
Protrusion B
Protrusion A
Cut
Figure 21: Open and Closed Sections
NOTES
Goal
By the end of this lab, you will be conversant with basic sketching skills
such as entering sketcher mode, creating straight lines, creating arcs,
applying constraints, dimensioning, and generating solid models.
Method
In Exercise 1, you learn sketching basics.
In Exercise 2, you create a snap ring by sketching in steps.
In Exercise 3, you create a hex section using construction entities.
EXERCISE 1: Sketching Basics
Figure 22 Completed Sketch after Exercise 1
Task 1. Create a new sketch named ROUND_RECTANGLE.
1. Click File > New .
2. In the NEW dialog box, select Sketch .
3. Type [ROUND_RECTANGLE].
4. Sketcher mode activates.

NOTES
Task 2. Sketch four lines as shown, the bottom line being horizontal.
Figure 23 Sketching a Quadrilateral
Task 3. Apply the constraint to make the lines perpendicular.
1. Click > , then pick two lines to make them perpendicular.
2. Similarly, once again pick the other two lines to make them
perpendicular.
NOTES
Figure 24 Applying the Perpendicular Constraint
3. Close the CONSTRAINTS dialog box.
Task 4. Delete the two vertical lines.
1. With the pointer icon pick the left vertical line.
2. Hold shift and pick the right vertical line.
3. Right-click and select Delete from the pop-up menu.
Task 5. Sketch a tangent end arc on the left side of the section.
1. Click .
2. Pick the top left vertex and drag the mouse out of the left quadrant
of the circle to get a tangent end arc.
3. Pick the end point to be the bottom left end point, as shown below.

NOTES
Figure 25 Sketching a Tangent End Arc
Task 6. Repeat the process on the right side of the section.
Figure 26 Sketching Tangent End Arcs on Both Sides
Task 7. Add the proper dimensions.
1. Click .
2. Pick each arc with the left mouse button, then place the dimension
where you would like it to appear with the middle button.
3. Select Tangent and Horizontal for type and orientation.
NOTES
Figure 27 Dimensioning the Arcs
Task 8. Create a diameter dimension on the left arc.
1. Click .
2. Pick the left arc twice with the left mouse button and place it with
the middle.
Figure 28 Dimensioning the Left Arc

NOTES
Task 9. Modify both dimensions.
1. Pick both the horizontal dimension and the diameter dimension

using the <SHIFT> key and click icon.
Figure 29 Modify Dimensions Dialog Box
2. Modify the diameter to [2] and the linear dim to [4].
3. Save and close the MODIFY DIMENSIONS dialog box.
Figure 30 Sketch with Modified Dimensions
4.
NOTES
EXERCISE 2: Sketching in Steps
Figure 31 Completed Snap Ring after Exercise 2
Task 1. Create a new sketch called SNAP_RING.
1. Click File > New .
2. Select Sketch .
3. Type [SNAP_RING] as the name of the sketch.
Task 2. Create two offset circles aligned horizontally.
1. Click and draw two circles as shown in the next figure.

NOTES
Figure 32 Two Offset Circles Aligned Horizontally
Task 3. Create a rectangle that snaps to the inside circle on both upper
vertices.
Stop cursor here
Delete
Start dynamic
trim here
Figure 33 Sketching Rectangle Inside Circles
1. For the rectangle, click . Just click once to start and then click
again to end sketching.
2. Then use the dynamic trim to create intersections. Click , Put

your cursor below the bottom horizontal line and drag it to above
the top horizontal line.
NOTES
3. Make sure that each item becomes highlighted. If all the crossed
items are not highlighted continue to hold the mouse button and
drag over the lines until they do highlight.
4. The result is shown in the figure below.
Figure 34 Using Dynamic Trim
Task 4. Sketch another rectangle.
1. This time snapping to the outside circle and the bottom of the two
vertical lines as shown below.
2. Make sure not to snap through any of the arc’s vertices.

NOTES
Figure 35 Sketching a Second Rectangle
Task 5. Use the dynamic trim to remove the final lines and arc.
1. Click to trim the unwanted entities.
2. The result is shown below.
Figure 36 Capturing Intent with Dynamic Trim
NOTES
Task 6. Dimension the entities.
1. Click to create the dimensions.
2. Pick each entity with the left mouse button and place the
dimension with the middle mouse button.
3. Click to modify the six dimension values.
Figure 37 Modifying Dimensions
4. Save and close

NOTES
EXERCISE 3: Sketching a Hexagon

Task 1. Create a new sketch called HEX.
1. Click File > New . Select Sketch and type [HEX] as the name.
Task 2. Create a sketcher point
1. Click the point button.
2. Place a point in the center of the screen.
Task 3. Add vertical centerlines passing through the Sketcher Point.
1. Click on the centerline button in the line fly-out icons.
2. Create a vertical centerline that passes through the point.
3. Create two additional centerlines that pass through the point at an

angle.
Task 4. Modify the angles to 60°.
1. Modify the angle between centerlines to 60° as shown below.
Figure 38 Modifying Angles between Centerlines
NOTES
Task 5. Create a circle centered on the point.
1. Left-click on the circle to highlight it in red.
2. Right-click and hold on the circle for a pop-up menu.
3. Click Toggle Construction to convert it to a construction circle
Figure 39 Creating a Construction Circle
Task 6. Create a hexagon by sketching 6 lines from the intersection

points of the circle and the centerlines.
Figure 40 Creating a Hexagonal Sketch

NOTES
1. Add a diameter dimension to the construction circle and modify it’s

value to [1.0]
2. Save and close.
NOTES
MODULE SUMMARY
In this module, you learned that:
• The Sketcher interface consists of the main sketcher area, pull-down

menus, toolbars, message areas, the INTENT MANAGER with fly-out
icons, and pop-up menus.
• All geometry has to be sketched, dimensioned, and constrained.
• You can create lines, arcs, circles, rectangles, splines, and many other
geometrical entities using the Intent Manager.
• The EDIT and SKETCH menus contain most of the tools that are
unique to Sketcher mode such as Copy , Mirror , Move , and Trim .
• System dimensions can be over-ridden and dimensions can always be
modified at any stage of model generation.
• It is possible to over-constrain a model. The system notifies you when
there is a clash of constraints though.
• Sketcher preferences can be set using the SKETCHER PREFERENCES
dialog box.

Module
Sketched Features
In this module, you learn how to sketch your own new features on a
sketching plane and how to convert your sketches into actual robust
features. Proficiency with sketching is of paramount importance to
any complex design process. It gives you the ability to innovate in
ways that richly capture your design intent.
OBJECTIVES
• Create, delete, and modify two sketched features—cuts and

protrusions.
• Investigate two forms of the sketched features—Extrude and
Revolve.
• Define the sketching plane and how to sketch on it.
• Specify references for a sketch, create its geometry, and dimension
it.
Page 5-1
NOTES
TWO SKETCHED FEATURES

• Cuts remove material from a specified material side of an open or
closed cross-section in a model.
• Protrusions add material to a model in any desired shape.
Figure 1: Protrusion versus Cut
Specifying Extruded and Revolved Forms

• When extruding , the system adds or removes material linearly from
the sketching plane.
• When revolving , it creates a feature by revolving the sketched section
around a sketched centerline.
Pag e 5 - 2 In t r o d u c t i o n t o P ro / En g i n e e r
NOTES
Sketched
Figure 2: Extruded versus Revolved Features
SKETCHING AND REFERENCE PLANES

• When you create a new feature on a model, you sketch it on the
surface from which you intend to begin feature creation. That is, you
make the surface your sketching plane.
• Sketching a new feature and dimensioning it is not enough. You must
also orient it. For this you must provide a reference plane to act as the
orientation reference to the new feature.
Note
The reference plane must be perpendicular to the sketching
plane.
Sk etche d Fe atu res Pag e 5- 3

NOTES
The Sketching Plane’s Default Orientation

The default orientation of the sketching plane orients it parallel to the
screen and chooses one of the default datums as a reference plane.
Sometimes, you may want to manually pick the top surface of the model
for a perpendicular reference orientation.
Top orientation Direction of

plane feature creation
Sketching
plane
Sketcher orientation protrusion Sketcher orientation cut
Resulting protrusion
Resulting cut
Figure 3: Two Features Defined by the Same Cross-Section
NOTES
SKETCHER BASICS
• All sketches are parametric. That is, you can first create them in a
convenient scale and later modify their dimensions.
• In Sketcher Mode, a new pull-down menu item Sketch containing all
the necessary sketching tools appears in the menu bar.
• A toolbar containing various sketching options and constraints appears
on the right side of the window in sketcher mode.
• Whenever you create a sketch, Pro/ENGINEER automatically assumes
a dimensioning scheme.
Ends line creation and

toggles between entity
creation and selection
arrow.
Creates section Toggles on/off

entities by constraints and
selecting points opens pop-up
menu
Figure 4: Sketcher Mouse Button Functions
Dimensioning Sections
To override weak dimensions with strong ones, pick the entity with the
left mouse button then place the dimension at the desired location using
the middle mouse button.
Linear Dimensions
• Linear dimensions indicate the length of a line segment or the distance
between two entities. The different types of linear dimensions are
illustrated Figure 5.

NOTES
Figure 5: Linear Dimensions in Sketcher Mode
Note:
You cannot dimension the length of a centerline.
Diameter Dimensions
• Diameter dimensions measure the diameters of sketched circles and
arcs. To create a diameter dimension, pick on the arc or circle twice
and place the dimension.
Place the
dimension
Pick twice on the
circle
Figure 6: Diameter Dimension on Circle
NOTES
• To create a diameter dimension for a revolved section, use three picks.

Pick the entity to dimension and the centerline to use as the axis of
revolution. Then pick the entity again and place the dimension.
Place the dimension

(middle)
Pick 2 on sketched
centerline
Pick 3 on
sketched entity
once again.
Pick 1 on
sketched entity
Figure 7: Diameter Dimension for Revolved Section in Sketcher Mode
Note:
The diameter dimension for a revolved feature extends beyond
the centerline, indicating that it is a diameter dimension rather
than a radius dimension.
Radial Dimensions
• Radial dimensions measure the radii of circles or arcs. To create a
radial dimension, pick on the circle or arc and place the dimension.
Pick on the ARC

(left)
Place dimension
(middle)
Figure 8: Radial Dimension in Sketcher Mode

NOTES
Angular Dimensions
• Create an angular dimension between lines by picking two lines and
placing the dimension using the middle mouse button. Where you
place the dimension determines how the system measures the angle.
Pick the two lines in

any order.
Place dimensions in indicated

positions.
Figure 9: Angular Dimensions in Sketcher Mode
• To create an arc angle dimension, pick one endpoint, then the other
endpoint, and finally the arc. Place the dimension using the middle
mouse button.
Pick 1 -
endpoint
Pick 2 -endpoint
Pick 3 - on
arc
Place dimension
Figure 10: Arc Angle Dimension in Sketcher Mode
NOTES
Goal
The general goal of this lab is to enable you to sketch new features. The
more specific goal is to introduce you to the Sketcher mode to extrude
cuts and protrusions on a sketching plane.
Method
In Exercise 1, you learn to define a cut feature.
In Exercise 2, you learn to define a protrusion.
EXERCISE 1: Creating a Cut
Exercise 2: Protrusion
Exercise 1: Cut
Feature
Figure 11: Completed Model
Task 1. Sketch a cut feature within a closed section.
1. Open the file SKETCHED_FEATURES.PRT.
2. Change to Hidden Line display.
3. Click Feature > Create > Solid > Cut .

NOTES
4. Click Extrude > Solid > Done .
5. Accept the default One Side .
Pick top planar

surface
Sketching
plane
Figure 12: Selecting Sketching Plane
Task 2. Define the front surface as the sketching plane.
1. Leave defaults and Query Sel to pick the planar front surface of
the block as the plane on which to sketch the shape of the cut.
2. The feature should extrude into the part. Click Okay from the
DIRECTION menu.
Task 3. Orient the model by selecting orientation references.
1. Click Top from the SKET VIEW menu.
2. Pick the top planar surface. You enter the sketcher mode.
Note
Instead of manually orienting the model, you can usually click
Default in the SKET VIEW menu to enter the default
sketcher mode.
Pag e 5 - 1 0 I n t r o d u c t i o n t o P ro / En g i n e e r
NOTES
Task 4. Next define references. The design intent of the cut is to be at a

specified distance from the right side and the bottom of the model.
1. Note that Pro/ENGINEER automatically assumes two references.

To delete these two references from the REFERENCES dialog box,
highlight each and click the Delete button.
2. Pick the bottom surface and the right side surface as references.
Note that the REFERENCE dialog box entries are both
Surf:F4(Protrusion). Click Close .
3. If the REFERENCE dialog box entries appear anything other than

Surf:F4(Protrusion), delete the wrong pick and try again. You may
also right-click in the Sketcher window area and Query Sel .
Pick this side

surface as the
second
Pick this
reference
bottom
surface as
the first
reference
(selecting it
on edge)
Figure 13: Specifying References
Task 5. Define the section for the cut.
1. To sketch a horizontal line left click to start a line drag from left to
right, then left click to end the line. Click the middle mouse button
to finish the line.

NOTES
Figure 14: The First Sketched Line
2. Click Sketch > Arc > 3 Point/Tangent End . Click the right end of
the line as the start point for the arc and drag a 180-degree arc.
Click to end arc creation.
Note:
If you did not sketch what you wanted, you can undo the
operation by selecting Undo.
NOTES
Figure 15: Creating a 3 Point/ Tangent End Arc
3. From the endpoint of the arc, create another horizontal line

segment.
Figure 16: Sketching another Horizontal Line

NOTES
4. Finally, sketch another tangent end arc that connects the open end
of the second line to the open end of the first line.
Figure 17: Completing Sketch
Task 6. Make the two horizontal lines equal in length.
1. Impose the Equal Length Sketcher constraint. Click Sketch >

Constrain > =. Or click .
2. Next pick the two horizontal lines you want to make equal.
3. If the sketch is over-constrained, the DELETE CONSTRAINT

dialog box appears.
Figure 18 Resolve Sketch Dialog Box
NOTES
4. Retain the Equal Lengths constraint and delete any other

constraint.
Task 7. Override existing weak dimensions with your own strong

dimensions.
1. Click Sketch > Dimension > Normal .
Figure 19 Dimensioning the Left Radius
2. Pick the perimeter of the left arc, move the cursor a short distance
and click the middle mouse button to place the radius dimension.
3. Similarly, override the weak dimension between the arc centers by

placing your own dimension from center to center.
Task 8. Sketch a vertical centerline that is symmetric on the section.
1. Click Sketch > Centerline .
2. Pick a point approximately half way between the two arc centers
using the left mouse button.
3. When the centerline snaps to vertical, click the left mouse button
again.

NOTES
Symmetric
constraint
symbols
Figure 12. Sketching the Centerline
6. Check for the symmetric constraint symbols—two arrows

indicating a symmetric constraint located about the centerline. If
Intent Manager added a dimension instead, click Undo and re-
create the centerline. Or, force it using the constraint menu.
Task 9. Specify references to the sketched feature in default view.
1. Switch to the default view. Press <CTRL> + <D>
2. Click Sketch > Dimension > Normal . Pick the centerline and the
side surface as shown. Place dimension.
3. Pick the left arc center and Query Sel the bottom of the base
feature. Place the dimension.
NOTES
Pick the
centerline
and this side
surface
Figure 20: Specifying References

NOTES
4. Change dimension values as in figure below. Click Edit > Modify.

Pick a dimension and type in the correct number.
Figure 21: Modified Dimensions
Task 10. Finish defining the cut.
1. Click Sketch > Done or click the checkmark.
2. Define Material Side of the cut. Click Okay to accept the arrow
pointing towards the inside of the section.
3. Define the depth by clicking Thru All > Done .
4. Click OK .
Note:
Note that the system placed a circle with an X in the center of
the part to indicate the direction of feature creation. It
represents a 2-D arrow perpendicular to the screen in the
direction that is into the screen (away from you). A circle with
a dot in the center represents a 2-D arrow perpendicular to the
screen in the direction that is out of the screen (toward you).
NOTES
5. View your new cut feature in different views.
Figure 22: Finished Cut

NOTES
EXERCISE 2: Creating a Protrusion

Task 1. Create a cylindrical protrusion on the right side of the model.
TOP orientation
reference
Sketching
plane
You are
creating this
protrusion
Figure 23: The Completed Protrusion
1. Click Feature > Create > Solid > Protrusion .
2. Click Extrude > Solid > Done from the SOLID OPTS menu.
3. Click One Side > Done from the ATTRIBUTES menu.
4. Pick the right side of the block as the sketching plane.
5. The arrow points outward from the block. Click Okay from the
DIRECTION menu.
6. Click Default from the SKET VIEW menu.
Task 2. Specify two references for Sketcher in default view.
1. Click View > Default
2. Toggle off the icon so that you can clearly see the block.
Delete the two references in the REFERENCE dialog box.
NOTES
3. Pick the top and back surfaces of the model as references (as
shown). Close the REFERENCES dialog box.
Pick here to
query select
the back
surface
reference
Pick this top

surface as a
reference
Figure 24: Selecting Section References
4. Click View > Sketch View .
Task 3. Define the section for the protrusion.
1. Click Sketch > Circle > Center / Point.
2. Click the mouse to sketch a small circle.
3. Click it again to finish the circle.
Task 4. Strengthen dimensions.
1. Click Sketch > Dimension > Normal
2. Pick the circle twice with the mouse and place the dimension with
a middle-click.

NOTES
3. Now pick the center of the circle and the left reference surface.
Place the dimension with a middle-click.
4. Place the dimension between the center of the circle and the top
reference surface.
Task 5. Change the dimension values to reflect the design
1. Pick each of the three dimensions consecutively while holding the

<SHIFT> key.
2. Click Edit > Modify. The MODIFY DIMENSIONS dialog box

appears.
3. Change dimension values for each as shown in the figure above.
4. Click the icon.
5. Click Sketch > Done or click the checkmark.
Task 6. Define a blind depth value for the protrusion.
1. Click Blind > Done from the SPEC TO menu.
2. Type [3] in the ENTER DEPTH window and press <ENTER>.
NOTES
3. Click OK .
4. View your model in different displays.
5. Click File > Save and press <ENTER>.
6. Click File > Erase > Current ; then click Yes from the dialog box.
Figure 26: The Finished Model

NOTES
MODULE SUMMARY
• Cut and Protrusion are two important features that can be sketched
using the Sketcher Mode
• Both of these sketched features can be created in extruded and
revolved forms
• When sketching a new feature, you can always sketch it as convenient
and later alter the dimensions
• In a new sketch, lines, arcs, and circles can be constrained to different
properties such as equal lengths, concentricity, perpendicularity,
parallelism and symmetricity
• For a sketched feature, you not only have to dimension it properly but
also have to orient it in relation to reference planes (usually the side
surfaces of the base feature).
Module
Datum Planes
In previous modules, you learned how to add pick-and-place features
and sketched features to existing parts.
In this module, you learn how to create a part from scratch starting
from a base feature—a feature that acts as a foundation to capture
design intent. Datum planes form the ideal base feature.
Objectives
After completing this module you will be able to:
• Define a datum plane and explain why it is the ideal base feature.
• Create, delete, and modify datum planes.
• Explain the difference between internal and external datum planes.
• Implement default or offset datum planes as non-solid base
features.
• Align sketched section entities to part entities.
• Orient additional datum planes within your model.
Page 6-1
NOTES
USING BASE FEATURES AND DATUM PLANES

The Base Feature and Its Importance
A base feature is the first feature that you create to define a part model. It
is the building block or foundation for the rest of the model. Features that
are added to the model later depend on the base feature for many or all of
their references.
The choice of the base feature is crucial for the success of your model.
Figure 1 illustrates the base feature for a finished part.
Figure 1: Base Features
What is a Datum Plane?

A datum plane is an infinite, two-dimensional, flat reference. It has no
mass or volume.
By default, datum planes have two sides: yellow (or the active side) and a
red side (the passive side). In the default mode, the system displays datum
NOTES
planes with a yellow side and a text name such as FRONT, TOP, and
RIGHT.
Using Default Datums as the Base Feature

When creating a new model, default datums should be the first feature you
create for three important reasons:
• They allow you to develop robust parent/child relationships.

• They act as planar surfaces in models that do not have any.
• While using them as a solid foundation for your model, you can also
remove them from display.
Surfaces on datums
to clarify orientation
Figure 2: Default Datums
CREATING ADDITIONAL DATUM PLANES

• You can create default datums for creating any part by clicking the
icon.
• You can create additional datum planes as reference features for a
model where references do not already exist.
• You can create a datum at any time in the process of feature creation
without having to back out and begin again.
Defining a Datum Plane

When creating a datum, you can define it using several different methods.
Though methods of creation differ, the Datum Plane constraints are the
same:
Datum Plan es Pag e 6- 3

NOTES
• Through/Plane
• Offset/Plane
• Offset/Coord
• Blend Section
Internal Datums
If you do not want datum planes to be a feature of your model, you can
create an internal datum, on the fly, when specifying sketching or
reference planes. Sometimes, it is beneficial to construct internal datums
because the system builds their dimensions into your sketched feature,
while displaying the datums only temporarily.
Consider the following rules about the datum planes created on-the-fly:
• Datum planes that you create during feature creation are internal to
and belong to that feature.
• Datum planes on-the fly become invisible after you create the feature.
Any associated dimensions positioning the datum plane are included
with those of the feature. This gives you more choices for varying
dimensions when you create a feature pattern.
• When you use Copy/Mirror to copy features and use datum planes on-
the-fly as the mirror plane, this datum plane stays visible because it
can be referenced by more than one feature.
NOTES
Goal
This lab has three goals. The first is to prove that Datum Planes make a
good base feature. The second is to show that Datum Planes can be used
as references for other features of a model. The third and final goal is to
create Additional Datum Planes on the fly and exploring how parent-
child relationships can be planned and executed.
Method
In Exercise 1, you create an extruded feature that is based on default
datum planes.
In Exercise 2, you will use existing datum planes as references for other
new features.
In Exercise 3, you create additional datum planes and establish good

parent-child relationships.
EXERCISE 1: Creating a Base Feature

Task 1. Create an extruded base feature starting with default
datums.
1. Click File > New . Name the part. Type [MOTOR_SHAFT].
2. Three orthogonal default datum planes, FRONT, RIGHT and TOP,

appear with their yellow sides facing you.
3. From the Menu Manager click Setup > Units > millimeter
Newton Second (mmNs) > Set . Click OK from the WARNING
dialog box, then click Close .
4. Click Done to exit from the SETUP menu.

NOTES
Figure 3: Default Datum Planes
Task 2. Use the default datums as your sketching reference for the first
feature.
1. Click Feature > Create > Protrusion .
3. Click Attributes > One Side > Done .
4. Pick the datum tag FRONT to make it the sketching plane.
5. Click OKAY to accept the default direction.
6. Click Default in the SKETCH VIEW menu.
7. Notice that the Intent Manager places references (RIGHT and TOP)
for the intended protrusion automatically. Click Close .
8. Click Sketch > Circle > Center/Point . Pick the intersection of the
default datum planes as illustrated below. Drag out the diameter of
a circle and place with the left mouse button. The Intent Manager
adds a weak diameter dimension.
NOTES
Figure 4: Sketched Circle at Center of Datums
Task 3. Modify the diameter dimension and regenerate the section to

see the change.
1. Change the diameter. Click Edit > Modify and double-click the
diameter dimension. Type [14.5].
2. Press <ENTER>.
3. Click Sketch > Done .
Task 4. Complete the feature by extruding it to a blind depth of

240mm.
1. Accept the default Blind by clicking Done from the SPEC TO

menu.
2. Define the depth of the protrusion. Type [240].

NOTES
3. Press <ENTER>
4. Click OK .
5. Change to the default view. Click View > Default .
NOTES
EXERCISE 2: Using Default Datums as References

to Other Features
Task 1. Add a revolved cut feature to the protrusion you created. As
section references, use the default datums.
1. Click Feature > Create > Cut > Revolve > Solid > Done .
2. Click One Side > Done in the ATTRIBUTES menu.
3. Pick RIGHT as the sketching plane. Click OKAY to confirm the

direction of creation.
4. Pick LEFT and Query Sel the end of the cylinder nearer to you
(SURF:F5 protrusion) to make the model horizontal, as shown
below.
5. Now the RIGHT datum plane is the sketching surface.
Task 2. In a revolved section you need to use a centerline in the sketch

to define an axis of revolution. Create a centerline and proceed to define
the section.
1. Click and zoom in on the left end of the shaft.
2. If the REFERENCES dialog box accidentally closes before you

define references. Click Sketch > References to access it
3. Delete the two references that the Intent Manager automatically

provides.
4. Pick TOP datum plane as the first reference. Then pick the
silhouette edge of the protrusion and the left end surface of the
protrusion as the second and third references.
5. Close the REFERENCES dialog box.

NOTES
Pick the silhouette edge

Pick the end as the second reference.
surface as
the third
Pick the TOP

datum plane
as the first
reference.
Figure 5: Selecting References for the Cut
6. Sketch a centerline that coincides with the TOP datum plane.
7. Sketch three line segments.
Figure 6: Sketch for Revolved Cut (dimensions not shown for clarity)
Task 3. Create the diameter dimension.
1. Click Sketch > Dimension > Normal .
NOTES
2. Pick the horizontal line you sketched. Pick the centerline. Pick the
horizontal line again. Place the dimension using the middle mouse
button.
Figure 7: Creating the Diameter Dimension
3. Modify the dimensions of the section. Click Edit > Modify and
change the dimensions.

NOTES
Task 4. Finish defining the revolved cut on the model.
2. If necessary, flip the arrow to remove material from the inside of

the section. Otherwise, click Okay.
3. Click 360 > Done in the REVOLVE TO menu.
4. Click OK to finish the feature.
5. Change to the default view. Click View > Default .
6. Save the model.
7. Click File > Erase > Current > Yes .
NOTES
EXERCISE 3: Creating an Additional Datum Plane

In this exercise, you add a protrusion to the model by first creating an
additional datum plane feature on the fly.
Add this
protrusion.
Task 1. Add a datum plane to the part to use as the sketching reference
for the cylindrical protrusion you want to create.
1. Open the part model INTERNAL_DTM.PRT.
2. Click Feature > Create > Solid > Protrusion > Extrude >Solid >
Done .
3. Click One Side > Done in the ATTRIBUTES menu.
4. Click Make Datum > Offset in SETUP PLANE menu. Pick the
planar front surface of the block as a reference for the new plane.

NOTES
Offset from this

front surface
Figure 10: Creating a Sketching Plane
5. In the OFFSET menu, click Enter Value .
6. Type [1] as the offset value. Click Done .
Task 2. Finish defining the protrusion by using the datum plane as a

sketching plane.
1. Flip the direction of the intended protrusion to point toward the

model.
2. Make the top planar surface of the model to go to the top.
3. Delete the two default references. Make the A_2 axis of the first
cylinder the first reference. Make the vertical surface from which
the cylinder protrudes the second reference. Close the
REFERENCES dialog box.
4. Click the Circle icon from the sidebar. Sketch a circle on the
cylinder with its center coinciding with the A_2 axis.
5. Modify the dimension of the circle’s diameter to 0.88.
6. Modify the distance from the left vertical surface of the base
feature to 1.5.
NOTES
8. Click Thru Next > Done in the SPEC TO menu.
9. Complete the feature.
10. Shade and save the model

NOTES
MODULE SUMMARY
• Datum planes are infinite, two-dimensional, flat references that have

no mass or volume.
• Datum planes act as the ideal base feature to create new parts and
models.
• Additional datum planes can be created in Pro/ENGINEER while
creating a model.
• There are different kinds of datum planes; such as those that are
created as Through/Plane, Offset/Plane, Offset/Coord Sys, and Blend
Section.
• You can build internal datum planes when you do not want the datums
to be a feature of your model.
Module
Parent/Child Relationships
In a model, the order in which features are created and the
references that they are provided creates hierarchical relationships.
These are called parent/child relationships and they determine
feature interaction.
In this module, you learn how to create and alter parent/child
relationships and how to achieve a desired order of feature
regeneration for your model.
Objectives
• Define the nature of a parent/child relationship.

• Define a parent/child relationship with a Sketched feature.
• Define a parent/child relationship with a Pick-and-Place feature.
• Change the parents of a feature in a model using the Reroute,
Redefine and Reorder options to change the original design intent.
Page 7-1
NOTES
PARENT/CHILD RELATIONSHIPS
In Pro/ENGINEER, solid modeling is a cumulative process where the
creation of certain features must, by necessity, precede others.
When creating a new feature, Pro/ENGINEER references it to previously

defined features for information on size, shape, location, and orientation.
This forms the basis for a parent/child relationship. The feature used as the
reference becomes the parent to the new feature, which is the child.
Parent/child relationships determine how a feature reacts when other

features in the model change.
Parent/Child Relationships with Pick-and-Place

Features
Pick-and-Place features also have parent references because they use
existing geometry for location and orientation. Any selection of a surface
or edge for this purpose generates a parent/child relationship.
The system supplies different options to select a reference, resulting in

different parents for the feature.
• Tangent Chain – specifies a reference only to the selected edge, but

developing the feature along all edges that are tangent to the selected
one.
• One by One – specifies a reference for each selected edge.
• Surf Chain – specifies a reference to the surface that is selected and a
single edge. It also can create references to selected edges if the option
From-To is used.
Parent/Child Relationships with a Sketched

Feature
When sketching a feature, the sketching plane and the reference plane
become parents of the new feature. If the sketching plane moves, the
feature moves along with it. Similarly, if the reference plane that
determines orientation changes, the orientation of the feature changes as
well.
NOTES
Figure 1: Example of Parent/Child Relationship
Changing the Parents of a Feature

You can alter the parents of a feature by rerouting or redefining it.
Rerouting
With the Reroute option in the FEAT menu, you can change the parents
of a feature including sketching planes, reference planes, and anything
specified as a reference in sketcher.
When rerouting a feature, Pro/ENGINEER highlights its external

references one at a time and identifies each reference in the message area.
You have two choices. You can either click Alternate and select a new
reference, or click Same Ref and retain the current reference.
Note:
Pro/ENGINEER considers references that you use for
alignment to be dimensioning references.
Pa rent/ Chil d Rel ations hips Pag e 7- 3

NOTES
Figure 2: Bracket with Datums
Redefining
The Redefine option in the FEAT menu also changes the parents of a
feature. When you select a feature to redefine, the same feature dialog box
appears that is visible during initial feature creation. To make a change,
select the elements to redefine; then click Define .
Figure 3: Feature Dialog Box
NOTES
Working with Sketched Features
When sketching a section, you can change the sketch plane or the sketch
itself. The features that you created after sketching a section temporarily
disappear.
When you select the Section element for a sketched feature, the menu
displays the following options:
Sketch Plane – Prompts you to specify a sketching plane and reference.

You can select and redefine all of the elements listed in the dialog box.
Therefore, in addition to being able to change the parents of a feature, you
can also change other elements such as direction and material-side-plane
before entering Sketcher mode. For each, you can select an alternate
reference or retain the same reference.
Sketch – Allows you to use Sketcher mode to change sketched entities,

add/remove constraints, and create and delete dimensions. The system
warns you if you try to delete an entity that is referenced by another
feature.

Because Pro/ENGINEER bases the definition of a feature on its parents,
the feature needs its parents in order to exist or regenerate. If the parents
are missing, the system brings you into the Resolve Environment.
Note
To remove a feature from the regeneration process, you must
also decide what to do with its children, if they exist.
ORDER OF FEATURE REGENERATION

When regenerating a model, Pro/ENGINEER regenerates features one at a
time, following the order in which they appear in the Model Tree. As you
create new features, it adds them to the bottom of the list in the Model
Tree.

NOTES
Reorder
The Reorder or Insert Mode options in the FEAT menu modify the order
of the features. Or you can simply drag and drop the features in the model
tree to reorder their positions.
Note
You must regenerate a parent feature before you regenerate its
children. Therefore, you cannot reorder a parent to be after its
children; nor can you reorder a child to be before its parents.
Using Feature Insert Mode

Using the Insert Mode option, you can create one or more features at a
selected position in the regeneration process. You can insert features at
any point, except before the first feature or after the last feature. After you
click Activate , you select the feature after which to insert features.
The system suppresses any features after it in the regeneration process. If

you click Cancel to stop inserting features, you must then specify if you
want to resume the features that were suppressed when you activated
insert mode. If you resume them, the system places them after the inserted
features.
NOTES
Base caps
hole
Finished model
Cylindrical protrusion
with hole added
Figure 4: Reordering the Hole

NOTES
Insert mode activated

before hole
Protrusion added
Figure 5: Inserting the Protrusion
NOTES
Goal
The goal of this lab practical is to alter existing parent/child
relationships in a model and create new parent/child relationships to
capture changed design intent.
Method
In Exercise 1, you move the Cylindrical protrusion on the base feature and
place it on the Cut feature. This involves creating new parent/child
relationships for the Cylindrical protrusion.
Second Cylindrical
protrusion protrusion
Cut
Base
protrusion
Slot feature
Figure 6: Original Model

NOTES
Figure 7: Finished Model
EXERCISE 1: Changing Design Intent

Task 1. Try to reroute the half cylinder protrusion to the surface of the
cut feature.
1. Retrieve the P_C_EXERCISE.PRT.
2. Click Feature > Reroute. Pick the half-cylindrical protrusion.
3. Do not roll back the part model. Accept the default No.
4. Specify a new reference for the sketching plane. Leave the default
Alternate . Pick the top surface of the cut.
NOTES
Pick this surface as

the sketching plane.
Pick this surface as

the second
dimensional
Figure 8: Rerouting References for the Protrusion
5. Leave DTM3 as the horizontal reference. Click Same Ref .
6. Leave the back surface as the dimensional reference. Click Same

Ref .
7. Change the second dimensional reference. Leave the default

Alternate. Pick the side of the model, as shown in Figure 8.
Task 2. The model enters the Resolve environment because the changes
that you have made created a problem. Investigate the problem and resolve
it.
1. Read the INFORMATION window that appears. It states that a slot

feature needed to regenerate the model is missing references.
2. Click Undo Changes > Confirm .
Task 3. Investigate the parent/child relationships of the slot feature.
1. Click Info > Parent/Child. Pick the slot on the front side of the
block.
2. In the REFERENCE INFORMATION WINDOW dialog box, select

the Parent’s List to highlight it.
3. Click Tree > Expand > All .

NOTES
Figure 9 References Information Window
4. Select SURFACE ID 16. The front surface of the block highlights

as the sketching plane.
5. Select SURFACE ID 64. The top of the cylinder highlights as the

horizontal reference plane. This is an unwanted relationship.
6. Select EDGE ID 73. The bottom edge of the cylinder highlights as

a dimensional reference. This reference caused the reroute to fail.
7. Select EDGE ID 47. The right edge of the second protrusion

highlights as a dimensional reference. This edge was used as an
alignment reference.
8. Click Close .
Task 4. Break the parent/child relationship between the slot and the
cylindrical protrusion.
1. Pick on the slot . Right-click Reroute from the pop-up menu.
2. Click Yes to roll back the model.
3. Retain the same sketching plane. Click Same Ref . Read the
message window.
4. Leave the default Alternate . Pick the top surface of the large
protrusion as the new horizontal reference plane.
NOTES
Second
protrusion New horizontal
reference
New dimensional
reference
Figure 10: Rerouting the Slot
5. Leave the dimensional reference to the second protrusion. Click

Same Ref .
6. Change the edge of the cylinder’s dimensional reference. Leave the

default Alternate . Pick the top surface of the large protrusion.
Task 5. Reroute the cylindrical protrusion as planned.
1. In the Model Tree, press and hold the right mouse button while
selecting Protrusion id 58. Release the button over Reroute .
2. Click NO to not roll back the part model
3. Pick the top surface of the cut as the new sketching plane.
4. Do not change the horizontal reference. Click Same Ref .
5. Do not change the dimensional reference. Click Same Ref .
6. Pick the side of the model as the second dimensional reference.
Task 6. The new design intent of this model dictates that you should
remove the second protrusion from the model. Try to delete it.
1. Select the second protrusion to highlight it.
2. Click Edit > Delete .

NOTES
3. The slot highlights because it is a child of the second protrusion.

Click Cancel in the WARNING window.
Task 7. Break the parent/child relationship between the slot and the
protrusion. In addition change the section of the slot.
1. Click Feature > Redefine . Pick the slot feature.
2. Click Section > Define > Sketch from the FEATURE dialog box.
Tips & Techniques:

You can also double-click on an element to change its
definition instead of highlighting and selecting Define .
3. Change the section, as shown in Figure 11.

½ Pick the left vertical sketched line. Click Edit > Delete .
½ Create a tangent end arc, as shown in Figure 11.
Delete this
line segment.
Sketch this arc.
Figure 11: New Section for Slot
Task 8. Change the dimensioning scheme of the slot.
1. Click > Explain . Pick the vertical bar constraint as shown in

Figure 12. Read the message area.
NOTES
Pick this
vertical bar
constraint
symbol
Figure 12: Interrogating a Constraint
2. Click Sketch > References > Edge: F6 > Delete > Close > Yes.
Tips & Techniques:

You can easily determine external references to edges and
surfaces by looking for the brown dashed line.
3. Click View > Default .
4. Click . Add a dimension from the left side of the base

protrusion to the center of the left arc.

NOTES
Added dimension
Figure 13: Dimensioning the Slot
Tips & Techniques:

It is always good practice to dimension in the default view to
avoid unwanted parent/child relationships.
5. Click > OK .
Task 9. Remove the second protrusion from the design.
1. Highlight the second protrusion. Right-click and click Delete .

Nothing should highlight in blue.
2. Click OK to confirm the deletion of the second protrusion.
NOTES
Figure 14: Second Protrusion Deleted
Task 10. Change the design so that the slot passes completely through the
model.
1. Click Feature > Redefine. Pick the slot.
2. Click Depth > Define > Thru All > Done > OK .
Task 11. Analyze the model using shading.
1. Click View > Shade . Press <CTRL> and the middle mouse button
to freely spin the model.
2. Click View > Saved Views >BACK > Set > Close .
Tips & Techniques:

You can also select named views directly using the Saved
View list.
Note:
You may need to re-shade the model if the machine you are
working on has a low-end graphics card.

NOTES
Figure 15: Slot Redefined Using the Thru All Option
Task 12. Change the holes to have a collar.
1. Look in the Model Tree and confirm that the hole pattern (listed as
PATTERN) is the last feature in the model.
2. Select SHELL from the Model Tree and drag it below PATTERN.
3. Note that the holes now all have a collar. Click View > Shade to
see the results.
Figure 16: Reordered Shell Feature
4. Close the model without saving the changes. Click File > Erase >
Current > Yes .
NOTES
MODULE SUMMARY
• Parent/child relationships are hierarchical relationships within a model

whose features are cumulatively built beginning with a base feature.
• During regeneration of a model, Pro/ENGINEER strictly follows the
order in which the features were built while accounting for
parent/child relationships among them. A child feature can never be
regenerated before its parent feature.
• Well-planned and executed parent/child relationships produce robust
models.
• To capture changing design intent, parent-child relationships between
various features of a model have to be re-negotiated. For this, Reroute,
Redefine, and Reorder are used as needed.
• By using the Insert Mode option, new features can be inserted in
between features of an existing model.

Module
Sweeps and Blends

In situations where you must create geometry that is too complex for
simple extruded or revolved type features, Pro/ENGINEER gives you
the ability to generate other forms of solid geometry. In this module,
you learn how to create simple sweeps and parallel blends.
Objectives
• Define and create Swept features

• Define and create Parallel Blends
Page 8-1
NOTES
SWEPT FEATURES
Defining a Sweep
To define a sweep, you define its two aspects—the trajectory and the
cross-section. The trajectory is the path along which you sweep the cross-
section. The first step in defining a sweep is always creating a trajectory;
the second step is creating the cross-section while locating it with respect
to the trajectory.
Note:
A sweep can add material when defined as a protrusion and
remove material when defined as a cut.
Sweep Sections and Trajectories

A sweep trajectory can be sketched as either open or closed; that is the
section does not have to end at the point of origin. To illustrate this point,
Figure 1 provides three different combinations of trajectories and sections.
Open trajectory, closed section
NOTES
Closed trajectory, closed section (No Inn Fcs)
Closed Trajectory, Open Section (Add Inn Fcs)

Figure 1: Sweep Trajectories and Section
BLEND FEATURES
Creating Parallel Blends
The Blend feature consists of a series of at least two planar sections that
Pro/ENGINEER joins together at their edges with transitional surfaces to
form a continuous feature. You can use blends as forms for either
protrusions or cuts.
You create a parallel blend from a single section that contains multiple
contours, called subsections. In Figure 2, each segment in each section is
matched to a segment in the following section, creating the blended
surfaces between the corresponding segments. Therefore, each section or
subsection must always have the same number of segments/vertices.
Sw eep s and B lend s Pag e 8- 3

NOTES
Straight transition Smooth transition

Figure 2: Parallel Blends
When blending the sections together, Pro/ENGINEER connects the start

point of each section and continues to connect the vertices of the sections
in a clockwise manner.
The Feature Tools option in the Sketch pull down menu changes the start
point for any section to control the blend or twist of the blended surfaces.
Or you can use the pop-up menu to select a different start point.
NOTES
Figure 3: Start Points and Blend Shape
When creating a parallel blend, you create all of the sections for the blend
in the same sketch. Therefore, we must toggle to distinguish between
sections.The feature attribute for parallel blends is smooth or straight.
• The straight attribute blends the transitional surfaces from one section
straight to the next.
• The smooth attribute connects the section with spline surfaces.
Subsections can be located with respect to the other subsections via
dimensions or constraints. If you began your part with three default datum
planes, all subsections can be dimensioned to them. As with any feature,
the dimensioning scheme is important, since it captures the design intent
of the model.
Figure 4: Dimensioning Parallel Blend Sections

NOTES
Goal
By the end of this lab, you will be able to create Parallel Blends and
Simple Sweeps.
Method
In Exercise 1, you create a Parallel Blend by first retrieving a section to be
used for subsections. This is an effective technique to use for common
sections, especially if they are complex.
In Exercise 2, you create a Swept Protrusion.
EXERCISE 1: Creating Parallel Blend Features

Task 1. As with any model a good foundation is the use of three default
datum planes. Create a new part, starting with three default datum planes.
1. Create a new part named PARALLEL_BLEND.PRT.
2. Do not use the default template.
3. Click Empty in the NEW FILE OPTIONS dialog box.
4. As the base feature, create three default datum planes. Click

Datum > Plane .
Task 2. Pro/ENGINEER allows for you to create blends as protrusions

or cuts. Since this is the first solid feature in the model, create a parallel
blended protrusion.
1. Click Feature > Create > Solid > Protrusion.
2. Click Blend > Solid > Done .
3. Accept all of the defaults in the BLEND OPTS menu and click
Done .
4. Leave the default Straight in the ATTRIBUTES menu and click

Done .
5. Pick DTM3 as the sketching reference and click Okay for direction.
NOTES
6. Define DTM2 as the orientation reference. Click Top and pick

DTM2 as the reference plane.
7. Zoom in (about 4 X 4 grid squares) at the intersection of DTM1

and DTM2.
Task 3. Retrieve the first section from disk and place it.
1. DTM1 and DTM2 as section references are placed. Close the

REFERENCES dialog box.
2. Click File > Import > Append to Model .
3. Select BLEND.SEC and click OK . A small section will appear, as

will the SCALE ROTATE dialog box at the top right
4. For the Scale option, type [3.0 ] and press <ENTER>. For Rotate
leave the default [0.0 ] value.
5. Pick the center point of the section; move and place it so that your
vertical and horizontal centerlines snap to DTM1 and DTM2
respectively.
6. Click in the SCALE ROTATE dialog box.
7. Click the Refit icon .
Place center
point of
section at
intersection of
DTM1 and
DTM2.
Figure 5: Placing the First Section

NOTES
Task 4. Add the second section to the sketch using the same sketch, but
a different scale value.
1. Click Sketch > Feature Tools > Toggle Section . Notice the first
subsection turns gray.
2. Retrieve the same BLEND.SEC section again.
3. For Scale, type [1.0] and press <ENTER>.
4. Leave the default [0.0] as the rotating angle.
5. Place the sections so that the centerlines are coincident with the
previous section centerlines.
6. Click in the SCALE ROTATE dialog box.
Task 5. Use the same sketch again for the third section of the blend
assigning it a scale factor of 2.
1. Click Sketch > Feature Tools > Toggle Section .
2. Retrieve the same BLEND.SEC section again.
3. This time assign a scale factor of [2.0].
4. The three sections should look as shown in figure below.
5. Change the view to default.
NOTES
Figure 6: Creating the Third Section
Task 6. Define the feature.
2. Type [30.0] as the depth for the second section and press
<ENTER>.
3. Type [20.0] as the depth for the third section and press <ENTER>.
4. Click OK .
5. The blend should look as shown in the figure below except the
dimensions will not be visible.

NOTES
Figure 7: Completed Blend
Task 7. Note the transitions between the subsections where

Pro/ENGINEER used straight lines to attach the vertices of the
subsections. Change the shape of the transitional surfaces from a straight
transition to a spline transition.
1. Redefine the blended protrusion. Click Redefine , then pick a

surface on the blend feature.
2. Change the attributes to smooth. Click Attribute > Define >

Smooth > Done .
3. Finish the definition. Click OK .
4. Save the file and close the window.
NOTES
Figure 8: Straight and Smooth Surfaces

NOTES
EXERCISE 2: Creating a Simple Sweep Protrusion

In this exercise, you create a Sweep. Take note of the area of the section at
the sharp corner of the trajectory.
Task 1. Create a part, starting with default datum planes. Create the
base feature protrusion as a Sweep.
1. Create a new part named SWEEP.PRT. Uncheck Use the default

template option in the NEW dialog box and select Empty in the
NEW FILE OPTIONS dialog box.
2. Click .
3. Click Feature > Create > Protrusion .
4. Click Sweep > Solid > Done .
Task 2. A sweep is a two-part sketch: the trajectory is first and the

cross-section follows. Sketch the trajectory on DTM2 using DTM3 as the
bottom reference.
1. Use a sketched trajectory. Click Sketch Traj from the SWEEP

TRAJ menu.
2. Define the sketching plane as DTM2 using the default direction.

Pick DTM2 , then click Okay for the direction of viewing the
sketching plane (view the yellow side).
3. Define DTM3 to point towards the bottom of the monitor. Click

Bottom and pick DTM3 as the reference.
4. Check to see if DTM3 and DTM1 are the default references and
close the REFERENCES dialog box.
5. Sketch an open trajectory section consisting of a line, a tangent arc;

and then two lines. Click Sketch and choose the commands to
sketch the entities.
6. Place the correct dimensions.
NOTES
Lines
Line
Arc Fillet
Figure 9: Showing Dimensions
7. When you have completed the trajectory, click Done from the
SKETCH pull down menu, or click the checkmark.
Task 3. The system has placed you in another Sketcher mode session.
Note that the centerlines provided by the system at the start point of the
trajectory. The system defines the sketching plane as a plane normal to the
trajectory, located at the start point. Sketch the cross-section of the sweep.
1. Sketch an inverted T cross-section, as shown in Figure 10. You

may want to turn the sketcher grid off.

NOTES
Start point is
Figure 10: Sketching an Inverted “T”
The default view looks as follows:
Start point
Trajectory
Cross-section
Figure 11: Default View
NOTES
2. Complete the section. Click Sketch > Done or click the

checkmark.
3. Finish the feature. Click OK to complete it. The sweep should look
as shown in figure below.
4. Save the file and erase it from memory.
Figure 12: The Completed Sweep
Note:
The sweep feature is rounded where there was an arc in the
trajectory, and mitered where there was a corner (nontangent
segment) in the trajectory.

NOTES
MODULE SUMMARY
In this module, you learned that
• Parallel Blends and Swept Features illustrate Pro/ENGINEER’s ability

to generate forms of solid geometry other than simple extruded or
revolved type features.
• When defining a Swept Feature, you always have to define its
trajectory and its cross-section.
• Sweeps can either add or remove material depending on whether they
are defined as protrusions or cuts.
• A Parallel Blend is created from a single section that contains multiple
contours called subsections.
• The Parallel Blend feature can have either a straight attribute or a
smooth attribute.
Module
Relations
Previously, you have learned that the parametric nature of
Pro/ENGINEER gives the designer powerful control over his design
by creating geometry based on variable dimensions.
Relations are a way of capturing design knowledge and intent. Like
parameters, they are used to drive models. Change the relation and
you change the model.
Objectives
• Define Relations.
• Describe the four different types of Relations pertaining to a
model.
• Create Relations that allow your child features to drive their parent
features.
• Re-order Relations after first creating them.
• Delete and update invalid Relations in a model to suit changes to
its design intent.
Page 9-1
NOTES
DEFINING PARAMETRIC RELATIONS

Relations (also known as parametric relations) are user-defined equations
written between symbolic dimensions and parameters. Relations capture
design relationships within features or parts, or among assembly
components, thereby allowing users to control the effects of modifications
on models.
Relations can be used to control the effects of modifications on models, to

define values for dimensions in parts and assemblies, and to act as
constraints for design conditions (for example, specifying the location of a
hole in relation to the edge of a part.) Figure 1 represents a simple relation
between the two dimensions of a rectangular feature, where d0 is always
twice the size of d1.
Relation: d0 = 2*d1
Figure 1: Part Relation
NOTES
Types of Relations
There are four types of model relations:
• Assembly relations - These relate different component parameters to

one another using a coding symbol to designate different components.
• Part relations - These relate different feature parameters to one
another in a single part.
• Feature relations: These relate parameters specific to one feature in
the model.
• Pattern relations: These relate specific pattern parameters within a
pattern.
/*hole centered in plate

d5=d2/2
d6=d3/2
Part relations
Hole centered in plate
Feature relations Assembly relations

Bracket centered on
Cam slot shape driven by relation
Figure 2: Different Relation Types
Rel at io n s Pag e 9- 3
NOTES
Representing Relations: Types and Symbols

The table below presents the various elements that you can include in
relations. Skim through these elements. They will get more meaningful to
you when you start using them later on.
Table 1: Elements of Relations

Relation Types: Equality: d0=2*d1
Constraint: d1>= 2.67
Comparison:
if (d4>.25)
d12 = 1.5
else
d12=1
endif
Dimension Symbols d# – Part dimensions
d#:# – Dimensions in Assembly mode
rd# – Reference dimensions
sd# – Sketcher dimensions
Tolerance Symbols tm# – Minus tolerance
tp# – Plus tolerance
tpm# – Plus/minus tolerance
Instance Symbols Integer parameter for instances in each direction of a
pattern: p0, p1, p2, etc.
User Parameters Numeric parameter (i.e., 3.67)
Character string parameter (i.e., 32-A24-67B)
Yes or no parameter
Model note parameter
Using Relations
Relations enable you to capture sophisticated levels of design intent for
your models. They are an integral part of any advanced design of parts and
assemblies.
Relations allow one feature to drive another. You can take advantage of
this unique capability and use child features to drive their parent features.
In a traditional parent/child relationship it is the parent feature which
always takes precedence (whether in dimensioning or regeneration).
Parametric relations allows you to craft your model in such as way as to
reverse the parent/child hierarchy.
NOTES
Relations: An Illustration
In the Figure 3, you could write a relation that drives the placement of the
hole so that it is centered top to bottom:
/*center hole top to bottom
d5=d2/2
Figure 3: Plate Showing Parameters
You could then write another relationship to keep the hole centered from
left to right:
/*center hole left to right
d6=d3/2
Once you have added these relations, Pro/ENGINEER automatically

centers the hole in the plate and retains it at the center, even when you
modify the height or width of the plate later on.
NOTES
Figure 4: Relations that Drive Hole Location
Tips & Techniques:

It is good practice to add a relation as soon as you realize that
you need it in your design. Do not wait until the end of the
design process. It is also good practice to comment your
relations using the /* to document the design intent of the
relations.
You should always test your relations to be sure that they

function correctly.
You can change the symbolic name of a dimension by using

Modify and DimCosmetics, Symbol .
Order of Relations
Pro/ENGINEER evaluates relations in consecutive order. Therefore, the
order that you enter them in is important. During regeneration of the
model, the system evaluates the relations and checks to see if all of them
are still valid. If not, it issues a warning.
NOTES
The following figure illustrates the consequences of entering relations

improperly:
Relations added:
d5=d4
After first regeneration
Figure 5: Reordering Relations
The design intent is to center the hole on the plate. The two relations,
d5 = d4 and d4 = d2/2, are added in that order. After the first regeneration
of the model, the relations do not capture the desired intent. Design intent
is captured by reversing the order of relations. Relations can be deleted or
edited using the Edit Rel option.
The final regenerated model looks is shown in Figure 6.
Figure 6: Model Regenerated with Relations Sorted
NOTES
Design Changes
As a design cycle progresses, the design intent of a model tends to change.
This may invalidate existing relations in the model. Whenever
Pro/ENGINEER encounters invalid relations during regeneration, it
automatically highlights the problem and prompts you to correct it. You
can click to either delete the relation or comment it out.
If you have to modify or delete a relation because of a design change or an

error, you can edit the relation in the model using a system text editor. The
editor that your system uses depends on the type of workstation that you
have.
NOTES
Goal
In this lab, you learn how to create relations and how to manipulate
their defining parameters.
Method
In Exercise 1, you create relations to capture the design intent of a part,
test the relations, and add number parameters to them.
In Exercise 2, you create parameters that control features using relations.
EXERCISE 1: Creating Relations

Task 1. Center the straight hole on top of the rectangular base solid
feature.
1. Open RELATIONS.PRT.
2. Change to wireframe display.
Figure 7: Symbolic Dimensions of RELATIONS.PRT
NOTES
3. Click Relations from the PART menu.
4. Pick the hole to display its dimensions.
5. The dimensions appear in their symbolic form (i.e., d4, d5, d6).
6. Pick the block to display its symbolic dimensions.
Task 2. Start adding a relation.
1. Click Add from the RELATIONS menu.
2. Enter a comment to describe the function of the relation. Type [/*

center hole front to back] followed by <ENTER>.
3. Type [d6 = d4/2] followed by <ENTER>.
4. For the second relation, enter comment [/* Center hole left
to right] followed by <ENTER>.
5. Type [d5 = d2/2] followed by <ENTER>.
6. Press <ENTER> on a blank prompt line to finish adding relations.
Task 3. Toggle between the numeric and symbolic values.
1. Click Switch Dim from the RELATIONS menu.
2. Click Done from the MODEL REL menu.
3. Click Regenerate . The hole should move to the center of the

block.
Note
If your relation contains an error, resolve it by clicking
Relations > Edit Rel .
Task 4. Test the two relations by modifying the base feature width and
depth.
1. Click Modify from the PART menu.
2. Pick the rectangular base.
NOTES
3. Pick the width of the block and change it to [70.0 ] from [50.0 ]
4. Modify the depth dimension. Pick the depth of the block and
change it to [90.0 ] from [50.0 ].
5. Regenerate the model.
Task 5. Show the dimensions of the hole.
2. Pick the straight hole to display its dimensions.
3. Confirm that the two locating dimensions are 35 and 45.
4. Change the base back to the original dimension values. Pick each
dimension, and type [50.0].
Task 6. Add a relation that limits the diameter of the hole to be less than
or equal to 11.25.
2. Pick the hole feature. Identify the symbolic name given to the hole
diameter (d7).
3. Click Add from the RELATIONS menu.
4. Type an appropriate comment.
5. Type [d7 <= 11.25].
6. Press <ENTER> on a blank line.
Task 7. Test the relation by modifying the diameter dimension.
2. Pick the diameter dimension and type [15].
NOTES
4. Continue the regeneration regardless of the warning.
5. Type [Y] to continue the regeneration.
6. Note the warning in the information window; then close it.
Task 8. Review the relations via the information window.
1. Click Relations > Show Rel .
2. Close the window, and click Done .
3. Modify back to a smaller diameter. Click Modify, pick the hole

then the diameter dimension and type [10.0].
Task 9. Resume a hole and counterbore that were previously

suppressed.
1. Click Feature > Resume .
2. Retrieve only the last set of features that were suppressed. Click
Last Set > Done from the RESUME menu.
Figure 8: The Resumed Hole
NOTES
EXERCISE 2: Creating Parameters for Feature-

Control
Pro/ENGINEER allows for you to create parameters that can control
features via relations.
Task 1. Add a parameter to the model then control the counterbore

depth using the parameter.
2. Click Add Param .
3. Define a real number so the depth can vary infinitely. Click Real
Number .
4. Type [depth_ratio] in the message area followed by <ENTER>.
5. Type [.10] followed by <ENTER>.
Task 2. Start to add a relation.
1. Click Part Rel from the MODEL REL menu.
2. Pick the surface of the counterbore hole.
3. Click ADD.
4. Type [/*control the counter bore depth] followed by

<ENTER>.
5. Enter a relation to have the conterbore as deep as the hole minus

the thread depth. Type [d23 = depth_ratio*d22] followed by
<ENTER>.
6. Press <ENTER> on an empty line.
NOTES
Task 3. Test your relation .
1. Increase the total depth of the hole. Click Modify and pick on the
counterbore hole.
2. Click the depth dimension and type [30].
Task 4. Edit the ratio parameter to change the relationship between the
counterbore and hole.
1. Click Set Up from the PART menu, then click Parameters from
the PART SETUP menu.
2. Leave the default part and click Modify.
3. Select DEPTH_RATIO and type [.5].
4. Click Done from the PART SETUP menu.
5. Click Regenerate .
Task 5. Change the symbolic name of the entire depth of the hole and
the counterbore depth to document the design.
1. Click Modify > Dim Cosmetics .
2. Click Symbol , then select the counterbore hole.
3. Pick the depth dimension and type [entire_depth].
4. Click Symbol and pick the counterbore hole.
5. Pick depth dimension of the counterbore, then type

[cbore_depth].
6. Click Done from the DIM COSMETIC menu, then click Done from
the MODIFY menu.
Task 6. Inspect the parameter in the model using various methods.
1. Click Setup > Parameters > Info from the MODEL PARAMS
menu.
NOTES
2. Read the information window; then click Close .
3. Click Done from the PART SETUP menu.
4. Click Relations > Show Rel .
5. Notice that the system lists the relations you have defined along
with the parameters. Also notice that the new symbolic names are
now displayed.
6. Click Close > Done .
7. Save the model and erase it from memory.
NOTES
MODULE SUMMARY
In this module you learned that:
• Relations are user-defined mathematical equations composed of

symbolic dimensions and parameters, which capture design
relationships within a part or among the many component parts of an
assembly.
• There are four different kinds of relations: Assembly Relations, Part
Relations, Feature Relations, and Pattern Relations.
• The ordering of relations is crucial in capturing design intent as
Pro/ENGINEER evaluates relations in consecutive order.
• During model regeneration, invalid or conflicting relations are
highlighted by prompts for resolution.
• The user should always plan ahead in such as way as to make relations
an integral part of the design of parts and assemblies.
• Relations can be intelligently used to make child features the drivers of
their parent features.
Module
Duplicating Features: Patterns and Copy

When creating complex parts and assemblies, often a need arises for
duplication. The design intent in these cases specifies identical
features or parts to be placed at separate locations in the same
model. This module shows you how to duplicate features using
Pro/ENGINEER.
Objectives
• Duplicate existing features using two different methods—

Patterning and Copying.
• Differentiate between Dimension Patterning and Reference
Patterning.
• Implement patterns with three different options—Identical,
Varying, and General.
• Specify different location options for the Copy feature.
• Establish dependence among various copied features.
Page 10-1
NOTES
CREATING A PATTERN
By creating a pattern, you can create multiple instances of a single feature
that is referred to as the pattern leader. There are two ways to define the
instances in a pattern:
• Increment the leader’s dimensions.

• Reference an existing pattern.
If you do not increment a dimension value, the system assigns the
dimension value of the pattern leader to all instances in the pattern.
Benefits of Patterning
The patterning method of feature duplication offers numerous benefits.
• A created pattern behaves as a single feature.

• The pattern is parametric. Therefore, you can change pattern
parameters and regenerate.
• Modify the dimensions of the pattern leader, and the system
automatically updates the whole pattern.
• The system automatically groups all entities belonging to a pattern
together in the model tree for ease of selection.
Types of Patterns
Dimension Patterns
With dimension patterning, you increment existing dimension values of
the leader in one or two directions to specify the pattern instances. If you
use the second direction, the system takes all instances that are created by
the first direction and increments them in the second direction.
Reference Patterns
With reference patterning, you reference an existing pattern to define the
locations of the new instances. This pattern type is only available if the
leader feature for the new pattern references the leader feature of the
existing pattern.
Pag e 1 0- 2 I n t r o d u c t i o n t o P ro / EN G I N E E R
NOTES
Pattern Options
There are three patterning options: Identical, Varying, and General.
Identical
Varying
General
Figure 1: Pattern Options
Pro/ENGINEER places certain restrictions on pattern options, which are

represented in Table 1.
Table 1: Patterning Restrictions

Regeneration Varying Instances Allowing Instance
Speed Intersections
Identical Fastest No No
Varying Moderate Yes No
General Slowest Yes Yes
1st
1st
1st
I II III
Figure 2: Pattern Parameters
Du p l icat in g F eat u re s: Pa t t e rn s an d Co p y Pag e 1 0- 3

NOTES
I II III
Figure 3: Pattern Parameters
A B
1st
1st
2nd 2nd
Figure 4: Pattern in Two Directions
NOTES
A B
Figure 5: Pattern in Two Directions
Rotational Patterns of Sketched Features

To create a rotational pattern for a hole, you must increment an angular
dimension using radial placement. However, for a sketched feature (such
as a protrusion, cut, or rib), you must create an internal datum plane at an
angle.

NOTES
Figure 6: Rotational Pattern of a Sketched Feature
NOTES
Figure 7: Rotational Pattern of a Sketched Feature
Note:
Do not use a sketched centerline to create the rotational
dimension. A sketched centerline has no direction associated
with it, so the pattern results may not be consistent.

NOTES
THE COPY FEATURE

The Copy feature allows you to create new features by copying existing
features to a new location. You must specify a location for the copy, pick
the features to copy, and then establish dependence or independence for
the copied feature’s dimensions.
Specifying Location
To click a location for the copy, click one of these options from the COPY
FEATURE menu:
• New Refs – Specifies new feature references. You can retain each
reference or click an alternate.
• Same Refs – Retains the same feature references.
• Mirror – Mirrors the features about a planar surface or datum plane.
• Move – Specifies rotation and/or translation.
Choosing Features
To select which features to copy, select one of these options from the
COPY FEATURE menu:
• Click – Selects features to copy from the current model.

• All Feat – Selects all features in the current model. This option is
available when you select Mirror or Move .
• FromDifModel – Selects the features to copy from a different model.
This option is available when you select New Refs .
• FromDifVers – Selects the features to copy from a different version of
the current model (for example, xxxx.prt.3 when the current model is
xxxx.prt.5). This option is available when you select New Refs or
Same Refs .
Establishing Dependence
To make the copied feature dimensions independent of their parent
dimension, use the Independent option. Copies that you create using the
FromDifModel and FromDifVers options are automatically independent.
NOTES
To specify that copied feature dimensions (that you have not changed),
depend on the parent feature for their values and click the Dependent
option. When you create a dependent copy, you can make the entire
section or individual dimensions independent by clicking Modify and
Make Indep .
Tips & Techniques:

If you use the Mirror Geom option instead of Copy , you can
mirror all of a model’s geometry about a plane without
creating new features. The system adds a Merge reference to
the Model Tree.
Model before Copy Operation
Completed Model
3. Move copy
2. Same Ref copy
1. Original model
4 New ref
copy
5. Mirror copies
Figure 8: Instances of the Copy Feature

NOTES
Goal
By the end of this lab, you will be proficient in creating generic
Dimension Patterns, Reference Patterns, and Rotational Patterns of
sketched features. You will also be able to duplicate features and parts
using the Copy feature.
Method
In Exercise 1, you create a dimension pattern. To produce the end result,
you pattern the cut and then modify the angle of the slot.
In Exercises 2 and 3, you create a reference pattern and a rotational pattern

respectively.
In Exercise 4, you master the Copy feature.
EXERCISE 1: Creating a Dimension Pattern
Model before pattern and modification Completed model
Figure 9: Dimensional Pattern of a Cut
Pag e 1 0- 1 0 In t r o d u c t i o n t o P ro / EN G I N E E R
NOTES
Task 1. Using patterns allows for you to duplicate features easily. Open
an existing part to be used for creating a pattern.
1. Open the dim pattern part model. Click File > Open . Select
DIM_PATTERN.PRT and click Open .
Tips & Techniques:

You can access the FILE OPEN dialog box by clicking the
Open icon on the toolbar
2. Change to hidden line display. Click the Hidden Line icon from
the toolbar.
Task 2. When creating a pattern that will intersect different surfaces on

the model, but not intersect itself, you should use the varying option. Not
all the instances of the cut on the model will intersect the end surface like
the first cut does. Create a varying pattern of cuts.
1. Click Feature > Pattern and pick the cut. Click Varying from the
PAT OPTIONS menu; then click Done .
2. Increment the 10mm dimension for the first direction 4 units. Pick
the 10 dimension describing the location of the cut on the model.
At the prompt, type [4] as the incremental value between pattern
members. Click Done from the EXIT menu.
3. Create a total of 12 cuts in the pattern. Type [12] as the total

number of instances in this direction.
4. Do not add a second direction to this pattern. Click Done from the
EXIT menu. You have created the pattern.

NOTES
Figure 10 Varying Pattern
Task 3. Making changes to the first instance of a pattern will modify the
other instances. Modify the angle of the leader to change the angle of the
entire pattern.
1. Click Modify. Pick the cut. Pick the 45-degree dimension and type
[-45] as the new value.
NOTES
EXERCISE 2: Creating a Reference Pattern

In this exercise, you create a reference pattern using the part shown in
Figure 11.
To create the end result, you pattern the hole, create the square slot on the
leader feature, and pattern the square slot by referencing the hole pattern.
As you create these features, consider the amount of time you are saving
because you did not have to create these features separately. Try
modifying the parametric dimensions to observe how the pattern updates.
Model at start
Figure 11: Reference Pattern

NOTES
Task 1. Reference patterns use other patterns to determine their

location.
1. Open file REF_PATTERN.PRT.
2. Click the Hidden Line icon from the toolbar.
Task 2. Create an identical pattern of holes in two directions.
1. Click Pattern from the FEAT menu and pick the hole to pattern.
2. Click Done from the PAT OPTIONS menu to accept Identical .
3. Pick the 20 dimension and type [20] as the new value. Since this is
the only dimension that you are going to increment in the first
direction, click Done from the EXIT menu.
4. Type [3] as the total number of instances.
5. Now pick the 10 dimension and type [20]. Since this is the only
dimension that you are going to increment in the second direction,
click Done from the EXIT menu.
6. Type [2] as the total number of instances in this direction.
Task 3. Create a square cut on the leader feature of the pattern, so that
you can create a reference pattern of it.
1. Click Create > Cut .
3. Leave the default One Side . Click Done .
4. Pick the top surface of the protrusion as the sketching plane.
5. Click Okay from the DIRECTION menu to make cut into the solid.
6. Select an appropriate reference plane.
7. Delete the current references.
8. Specify the axis A_1 as a reference.
NOTES
Task 4. Sketch the section shown in Figure 12.
1. Work on the leader figure shown, so that it can act as the reference
feature later.
2. Sketch vertical and horizontal centerlines passing through axis

A_1.
3. Sketch a square centered on axis A_1 making sure Intent Manager

makes the assumption of equal line lengths and symmetry.
Figure 12: Section for Slot
4. Modify the width to 10mm. The model regenerates automatically.
5. Exit from sketcher. Click .
6. Remove the material to the inside of the cut.
7. Change the depth value. Click Done to accept the Blind default.
Type [2.5] as the depth value.
8. Complete the feature. Click OK .

NOTES
Task 5. Create a reference pattern of the cut feature.
1. In the Model Tree, hold the right mouse button down over Cut id
1205 and select Pattern in the pop-up menu.
2. Define the pattern using the leader reference. Click Ref Pattern >
Done .
NOTES
EXERCISE 3: Creating Rotational Patterns of

Sketched Features
In this exercise, you pattern blower fins radially about a part’s central axis.
To create the radial pattern, you create a datum “on the fly” and use an
angular datum as the sketch’s reference plane to act as the controlling
dimension of the pattern.
Note:
You are going to use the blower part later in an assembly, so
be sure to save it.
Task 1. The base feature has already been defined for you in another
directory. Retrieve the model and setup the environment for creating the
first protrusion.
1. Open the part model called blower. Click File > Open > Project .
Select BLOWER.PRT. Click Open .
2. Turn on the environment display of the datum planes if they do not

appear on the screen using the toolbar.
3. Turn on the environment display of the axes if they do not appear

on the screen using the toolbar.
Figure 13: Blower Base with Dimensions Shown

NOTES
Task 2. Create the rotational pattern of blower blades. Create a

horizontal/vertical reference plane for sketching, with an angle associated
with it.
1. Start defining a solid protrusion. Click Feature > Create > Solid >
Protrusion .
2. Extrude one side of the sketching plane. Click Extrude > Solid >
Done . Leave the default One Side, and click Done .
3. Pick the top face of the disk as the sketching plane for blower
blades.
4. Accept the default direction of creation. Click Okay.
5. Define the orientation reference as the bottom. Click Bottom from

the SKET VIEW menu.
6. Start the definition of the internal angled datum. Click Make

Datum from the SETUP PLANE menu.
7. Create a datum plane through the center axis. Click Through ; then
pick axis A_1.
8. Create the datum at an angle to DTM3. Click Angle , then pick

DTM3 . Done.
9. Type a value to define the angle. Click Enter Value and type [30].
10. Specify the references as the outer edge of the circular protrusion
and the datum you just created. Make sure you do not specify
DTM3 or DTM1 as a reference.
11. Define the shape of the protrusion and create the first blade. Sketch
the section as shown in Figure 14. Make sure that the bottom
straight edge has a constraint of perpendicular to the outer edge of
the base protrusion.
Tips & Techniques:

To help aid you in your sketching, you should sketch your
sections large, then modify the dimensions to change the size
of the model.
NOTES
12. Add the dimensioning scheme as shown in Figure 14. Type [73.5]
as the protrusion depth value.
Tips & Techniques:

Click OK from the dialog box after all elements have been
defined by using the middle mouse button.
Section
Make Datum for

horizontal
reference
Figure 14: Sketch of Blower Blade

NOTES
Task 3. By creating protrusions using an internal angled reference

plane, you can now use the datum dimension to create a radial pattern.
Pattern the blower blade protrusion in one direction using a varying
pattern.
1. Start the creation of the pattern. Click Pattern and pick the blade
protrusion.
2. Create a varying pattern since the blades will not intersect

themselves. Click Varying > Done .
3. Use the angle of the datum plane to orient the part as the pattern
creation direction. Pick dimension 30 .
4. Define the increment value to be 60 degrees. Type [60], then press

<ENTER>.
5. Do not define any other dimensions to increment. Click Done .
6. Create 6 instances of the pattern. Type [6] as the number of

instances.
7. Do not create instances in the second direction. Click Done from

the EXIT menu.
Pattern angle
Original angle
Figure 15: Pattern of Blades
NOTES
Task 4. The design calls for the air to flow into the blower from the top
but to have support for the blades. Create the blower top.
1. Create a protrusion. Click Feature > Create > Solid >

Protrusion .
2. Define the protrusion as extruded on one side of the sketching

plane. Click Extrude > Solid > Done from the SOLID OPTS menu,
and One Side from the ATTRIBUTES menu.
3. Using the MODEL TREE, determine which instance is the leader.

Expand the pattern. Click the + symbol before Pattern (Protrusion)
entry.
4. Click View > Model Tree Setup > Highlight Model . Select the
first protrusion from the expanded list. Note which protrusion
highlights.
5. Define the sketching plane as the top surface of the leader. Accept
the default direction for creating the protrusion.
Tips & Techniques:

It is always good practice to reference the lead feature of a
pattern when referencing pattern instances.
6. Click an appropriate orientation reference.
7. If necessary, delete references then sketch without defining

references. Click Close > OK .
8. Sketch a concentric circle to the base solid feature using the

flyout icons.
9. Pick the outer circular edge of the base protrusion. The system will
select the edge as a specified reference and start the creation of a
circle.
10. Click icon to repaint the screen whenever needed.
11. Drag the mouse so that the circle snaps to the outer edge reference,
thus constraining to lie on that edge.
12. Click the middle mouse button to exit from creating circles.

NOTES
14. Type [2.5] as the blind depth value. Refer to figure below.
15. Click OK .
Figure 16: Adding the Top Protrusion
Task 5. Define a cut to allow the air to pass into the blower.
1. Start the creation of a cut feature. Click Feature > Create > Solid
> Cut .
2. Extrude the cut one side of the sketching plane. Click Extrude >
Solid > Done from the SOLID OPTS menu. Click One Side >
Done from the ATTRIBUTES menu.
3. Sketch on the top surface of the blower.
4. Use the Default orientation.
5. Define the references as DTM1 and DTM3.
6. Sketch a circle with the center on the intersection of the two

datums.
7. Modify the diameter. Type [80.00] as the new value. Model

regenerates.
NOTES
9. Remove the material to the inside of the section.
10. Specify the depth. Click UpTo Surface > Done from the SPEC TO
menu.
11. Pick the under side of the top protrusion.
12. Click OK to finish.
Figure 17: The Sketched Cut
Task 6. The blower model needs a mounting boss located on the bottom
of it. Add a mounting boss using a solid protrusion.
1. Start the creation of a solid protrusion. Click Create >Solid >

Protrusion .
2. Extrude the protrusion on side of the sketching plane. Click

Extrude > Solid > Done from the SOLID OPTS menu, and One
Side > Done from the ATTRIBUTES menu.
3. Sketch on the bottom surface of the blower using an appropriate

orientation reference.

NOTES
4. Using the default datum planes as references, sketch a circle

section with its center at the intersection of the datums.
5. Modify the diameter. Type [30] as the new value.
7. Click Blind > Done to specify the depth.
8. Type [25] as the new value.
9. Click OK .
Figure 18: Circular Boss
Task 7. Add a mounting hole through the circular boss you just created.
1. Click Feature > Create > Solid > Hole .
2. Define the hole with a straight taper in the HOLE dialog box.
3. Type [15] as the diameter value. Press <ENTER>.
4. In the depth one option, click Thru All > Done .
5. Capture the design intent of being coaxial to the boss. Pick the
center axis as the primary reference; then pick the axis line.
NOTES
6. Pick the top surface of the boss as the placement plane.
7. Build the feature.
Figure 19: Placing the Hole
Task 8. You have now completed the blower model for your project lab.
Finish by saving the model and erasing it from memory.
1. Save the model. Click File > Save .
2. Erase the model from memory. Click File > Erase > Current .
Figure 20: The Completed Blower

NOTES
EXERCISE 4: Copying Features

In this exercise, you duplicate existing features on the model by copying,
as shown in Figure 21.
Model before Copy operations
Finished model
Figure 21: Copying Features
NOTES
Task 1. Pro/ENGINEER supplies you with various options to duplicate

features in a mode. Retrieve an existing model and copy some of the
features.
1. Open the part file FEATURE_COPY_MIRROR.PRT.
2. Change the display to hidden line.
Task 2. You can make copies either independent or dependent. The

selection you make will be based on you design intent. Create a dependent
copy of the lower right slot.
1. Start the copy operation. Click Feature > Copy.
2. Use the existing references that the current feature has. Click
Same Refs .
3. Define the copy as dependent on the original. Click Dependent >

Done .
4. Pick the slot. Click Done from the SELECT FEAT menu.
5. Pick the 65-inch dimension and the 45-degree angle (Dim 1 and 3).
Click Done .
6. For Dim 1, type [0.00] ; then press <ENTER>.
7. For Dim 3, type [410.00]; then press <ENTER>.
8. Complete the copy. Click OK .
9. Return to the higher level menu. Click Done .
Task 3. Experiment with modifying dimensions; then make the copy

independent of the parent slot.
1. Modify the length of the slot. Click Modify and pick the parent
slot. Pick the 125.00 dimension, type [75.00] as the new value,
and regenerate.
2. Modify the length of the slot back to 125.00, as described in the

previous step.

NOTES
3. Modify the 45-degree angle of the parent slot. Type [30.00]. Note
that the angle of the copy does not change because you broke the
dependence of that dimension when you modified it to create the
copy.
4. Change the angle of the parent slot to back to 45 degrees.
5. Pro/ENGINEER allows you to break the dependency between

copied features to support design change. Break the dependency
between the two slots.
6. Change the copy so that its entire section is independent of the

parent slot. Click Make Indep from the MODIFY menu; then click
Section from the MAKE INDEP menu. Pick the copy. All of the
copy’s dimensions are now independent of the parent slot.
Task 4. You have the ability to mirror the entire model by using various
options. Mirror all of the features to complete the part using Copy.
1. Mirror about DTM1 to create independent copies of all of the

features in the model. Click Copy from the FEAT menu.
2. Click Mirror > All Feat > Independent from the COPY FEATURE
menu; then click Done .
3. Pick DTM1. The model should now appear as shown in Figure 21.
NOTES
MODULE SUMMARY
• Duplication is important for capturing design intent and

Pro/ENGINEER enables it through Pattern and Copy.
• Patterning is of two kinds: Dimension Patterning and Reference
Patterning.
• There are three Pattern options: Identical, Varying, and General.
• In the Rotational Pattern for a hole, the angular dimension must be
incremented using radial placement.
• Dependence/Independence can be established between copied entities.

Module
Drawings and Views

Using Drawing mode within Pro/ENGINEER, you can create
drawings of all Pro/ENGINEER models or import files from other
systems. All model views in the drawing are associative: if you
change a dimensional value in one view, the system updates other
drawing views accordingly.
Moreover, Pro/ENGINEER associates drawings with their parent
models. The model automatically reflects any dimensional changes
that you make to a drawing. In addition, corresponding drawings
also reflect any changes that you make to a model (such as the
addition or deletion of features and dimensional changes) in Part,
Sheetmetal, Assembly, or Manufacturing modes.
Objectives
• Describe the different types of drawing views in Pro/ENGINEER

• Create a production drawing for an existing part model
• Explore the associativity that exists between a model and its
drawing
• Create dependency between certain drawing views.
Page 11-1
NOTES
DRAWING FUNDAMENTALS
Creating a Drawing
After selecting Drawing from the NEW dialog box and assigning it a
name the NEW DRAWING dialog box will open. This dialog box gives
you multiple options in which you can; assign an associated model, select
the sheet size, and specify an orientation:
• With a portrait orientation, the system uses the larger sheet dimension
as the height and the smaller one as the width.
• With a landscape orientation (the default setting), the system uses the
larger sheet dimension as the width and the smaller one as the height.
• With a variable orientation, the system uses values that you specify for
the height and width of the drawing sheet.
You also have the ability to assign a predefined company format. The
format that you select will automatically define the sheet size and
orientation.
Adding Drawing Views

After selecting a format or specifying a sheet size, you can add views to
your drawing using the Views option. The first view must be a general
view. When first placed, it appears in the default view orientation. Using
the ORIENTATION dialog box, you can reorient it during placement.
Note:
You should always use default datums to orient a general
view.
Types of Views
The five primary view types available in the VIEW TYPE menu
(illustrated in figure below) are:
• Projection – An orthographic projection of an object as seen from the

front, top, right, or left.
• Auxiliary – A view created by projecting 90 degrees to an inclined
surface, datum plane, or along an axis.
NOTES
• General – A view that you orient and is not dependent upon any other
view for its orientation.
• Detailed – A view that you create by taking a portion of an existing
view and scaling it for dimensioning and clarification purposes. The
boundary for the detailed view can be a circle, ellipse (with or without
a horizontal or vertical major axis), or a spline.
• Revolved – A planar area cross-section revolved 90 degrees about the
cutting plane line and offset along its length.
Figure 1: The Five Main Types of Views
Specifying How Much of the Model Is Visible
Using other options in the VIEW TYPE menu, you can specify how much
of the model is visible in the view, as shown in the next figure.
• Full View – Shows the entire model.

• Half View – Shows only the portion of the model on one side of a
datum plane.
• Broken View – Removes sections from large objects between two
points and moves the remaining sections close together.
• Partial View – Shows only the portion of the view that is contained
within a boundary.
D raw ing and Vi ew s Pag e 1 1- 3

NOTES
Figure 2: Specifying How Much of the Model to Make Visible
Adding a Cross Section

To determine if the view is of a single surface or has a cross-section, use
these VIEW TYPE menu options:
• Section – Displays a cross-section for a particular view.

• No Xsec – Does not display a cross-section.
• Of Surface – Displays only the selected surface of a particular view
orientation.
The following figure illustrates the various types of cross-sectional views
that you can create using the XSEC TYPE menu.
NOTES
Figure 3: Cross-Sectional Views
Manipulating Views
Using various options in the VIEWS menu, you can:
Move Views
Use the Move View option. You can move general and detailed views
anywhere on the sheet, but you can move projection, auxiliary, and
revolved views only along their line of projection.
Delete Views
Use the Delete View option. Parent views—views used to create
projection views—cannot be deleted. Instead, they have to be erased with
the Erase View option. Restore erased views using Resume View .
Change Display Modes

Use Disp Mode option to display views independently of the Environment
dialog setting such as Wireframe , Hidden line , and No Hidden . For
example, show some views with hidden lines and others with no hidden
lines. Any views that you establish with this option remain at the same
setting regardless of any changes that you make to the ENVIRONMENT
dialog box settings.

NOTES
Modify Scale Values

Certain views you can place using the Scale option. Those views have
their own scale parameters that you can change using the Modify option.
When you modify them, only those views and their children change; the
change does not affect the other views in the drawing.
NOTES
Goal
The goal of this lab is to enable you to create drawings of solid parts,
experiment with VIEWS and DETAIL menus, and explore the
associativity between drawings and part models.
Method
In Exercise 1, you create a drawing of a Gear Part. You will explore
various options available with the VIEWS and DETAIL menus. Then you
modify the drawing in different ways and regenerate to explore its
associativity with the solid Gear Part.
EXERCISE 1: Creating a Drawing

In this exercise, you create a drawing of a solid part. Take this opportunity
to experiment with the VIEWS and DETAIL menus to become more
familiar with the functions that are available with each. After you set the
views, you return to Part mode and create a feature on the gear part. You
then retrieve the drawing to view an example of the associativity between
the drawing and the part model.
Second view
Third view
First view
Fourth view
Figure 4: Gear Part Drawing

NOTES
Task 1. Create a landscape A size drawing called gear and associate it to

the gear part model.
1. Click File > New from the pull-down menus. In the NEW dialog
box, click Drawing , type [GEAR], and click OK .
2. Do not use a template.
3. Select EMPTY from the SPECIFY TEMPLATE section.
4. Click Browse in the CREATE DRAWING dialog box, and select

GEAR.PRT as the name of the Default Model.
5. Click Landscape as the orientation.
6. Specify the sheet size. Select A from the STANDARD SIZE drop-
down list.
7. Click OK to finish.
Task 2. Create and orient the first view of the gear model using a
general view.
1. Click Views from DRAWING menu. The system automatically

prompts you to create a general view. Accept the default values
Full View, No Xsec, and No Scale. Click Done from the VIEW
TYPE menu.
2. Pick a location for the general view. Do not be too concerned with
the placement; you can move the view later.
3. Place the view in the orientation shown in Figure 4 and as detailed

in the following steps.
4. Select ORIENT BY REFERENCE from the TYPE drop-down list.
5. Select DTM3 for Reference 1.
6. Leave the default Top. Select DTM2 as top for Reference 2. If you
make a mistake, click Undo .
7. Click OK to finish view creation.
Task 3. Move the general view that you just created.
1. Click Move View from the VIEWS menu.
NOTES
2. Pick the view to activate it; then pick a new location for it.
Experiment with moving the view. Finally, position the view
toward the left side of the sheet.
Task 4. Add the second view, shown in Figure 4, as a projection view

using the general view as its parent.
1. Click Add View from the VIEWS menu.
2. Pro/ENGINEER defaults to projected views after defining the first

general view; use the defaults to define the view. Leave the
defaults of Projection, Full View, No Xsec, and No Scale.
3. Click Done .
4. Place the projection view by picking a location above the first view
near the top of the sheet. Pro/ENGINEER automatically bases the
orientation on the general view’s orientation.
Task 5. Add the auxiliary view, in Figure 4, with a cross section

displayed. This part has a previously created cross section through it.
1. Click Add View > Auxiliary > Full View > Section > No Scale >
Done .
2. Define a cross section through the entire view. Click Full > Total
Xsec > Done .
3. Pick a location to the lower right of the first view to place the cross
section view.
4. Use DTM4 as the plane to setup the view orientation. When the
system prompts you to pick an edge of, axis through, or datum
plane as the front surface on the main view, pick DTM4. It was
defined through the main axis and normal to the small hole axis.
Note:
Do not concern yourself with the view location; you can move
it later.

NOTES
Task 6. The system also allows you to use cross sections that have been
defined in part mode. The gear contains the cross section, C, that you can
use for this view.
1. Use the predefined cross section C. Leave the default Retrieve and
pick C from the XSEC NAMES menu.
2. Specify a view in which to display the cutting arrow. Pick the first
general view you created.
Note:
You can create cross sections in the drawing if you have a
license for the optional add-on module Pro/DETAIL.
Task 7. Change the cross-hatching to improve its display on the

drawing.
1. Exit to the highest level menu. Click Done/Return from the

VIEWS menu.
2. Change the cross-hatching. Click Modify > Xhatching .
3. Pick the cross section view. Click Done Sel .
4. Change the spacing. Click Spacing > Half > Half .
5. Change the angle of the cross hatching to be horizontal. Click

Angle from the CROSS XHATCH menu, then click 0 .
6. Complete the modification. Click Done .
Figure 5: The Modified Cross Hatching
NOTES
Task 8. Add another view as an isometric .
1. Click Views > Add View . Click General > Scale > Done , leaving
the other defaults.
2. Pick a location toward the upper right of the drawing to place the
view.
3. Scale the view to .75. Type [.75] followed by <ENTER>.
4. Orient the model so that datum 3 is parallel to the screen. Click

Orient By Reference from the TYPE drop-down list.
5. Select DTM3 for Reference 1.
6. Leave the default Top. Select DTM2 as top for Reference 2. If you
make a mistake, click Undo .
7. Click Angles from the TYPE drop-down menu
8. Click Horizontal from the REFERENCE drop-down list.
9. Type [45] for the angle followed by Apply.
10. Click Edge/Axis from the REFERENCE drop-down list.
11. Pick the vertical left edge of the gear.
12. Type [30] for the angle followed by Apply.
13. Finish the orientation. Click OK from the ORIENTATION dialog

box.
Task 9. Change the display of hidden and tangent edges from the
default settings. Change the projected view in the upper-left corner, the
last general view, and the auxiliary view so that they do not have any
hidden lines.
1. Click Disp Mode from the Menu Manager.
2. Change the display of views. Click View Disp .
3. Change the display of the projected and auxiliary view. Pick the
upper left view: then pick the lower middle view with the cross
section. Click Done Sel .

NOTES
4. Set the display settings to not display hidden lines and display
tangent edges as solid. Click No Hidden > Tan Solid > Done from
the VIEW DISP menu.
5. Change the display of the isometric and general view to display

tangent edges as solid and hidden lines. Click the two views
followed by Done Sel . Now, click Hidden Line > Tan Solid >
Done .
6. Change the environment display to wireframe. Click the icon

from the toolbar. Notice that there is no change in the display of
the views.
7. Change the display back to hidden line. Click the icon from
the toolbar.
Task 10. Projected and auxiliary views are children of their parent view.
Experiment with moving these view types
1. Reposition the projected view. Click Move View in the VIEWS

menu and select the projected view (denoted as Second View in
Figure 4).
Note:
The upper left view is projected and the cross section view is
an auxiliary view. Pro/ENGINEER bases their placement on
the first view; therefore, you cannot move them independently
of the lower left view.
2. Pick the view and move to new a location.
3. Place the view using the left mouse button.
4. Click Done/Return to return to the highest menu.
Task 11. Modify the scale value for the sheet.
1. Click Modify and select the sheet scale value 0.500 located
immediately after SCALE in the lower left corner of the screen.
Type [.625].
2. Save the drawing file. Do not erase the drawing.
NOTES
Task 12. Create a feature on the gear part to view the associativity
between the part model and the drawing. Recall that the drawing is fully
associative to the part model. If the model changes the drawing will
automatically update.
1. Retrieve the gear part into a working window. Click Open from
the FILE pull-down menu; then select GEAR.PRT.
2. Create a straight hole on the flat surface of the slot feature.
Note:
You can choose the dimension and attributes of the hole, since
you are going to delete it later.
3. Activate the DRAWING window and select GEAR.DRW. Note that

the hole appears in all of the views.
4. Return to the gear part Click Window and select GEAR.PRT.
5. Delete the hole feature.
Task 13. Pro/ENGINEER does not automatically save to disk any change
that you have made to the model. A simple way to revert back to the last
saved version is to erase the model from memory without saving. Erase
the drawing and the part without saving the hole feature.
1. Close the GEAR PART window. Click File > Close Window .
2. Activate the GEAR DRAWING window again. Click Window and

select GEAR.DRW.
3. Save before erasing both files from memory. GEAR.DRW is used

again in the next exercise.
4. Click Erase > Current > Select All > OK . The system erases the
gear drawing.

NOTES
MODULE SUMMARY
• There are five primary Drawing View types: Projection, Auxiliary,

Detailed, and Revolved.
• General views are not dependent on any other view.
• General views can have their own scale.
• General views can be in any orientation and placed using the default
view, and saved views from part mode.
• Default datum planes should always be used to orient the first general
view.
• View types have four further sub-options: Full View, Half View,
Broken View, and Partial View.
• Views can be moved and deleted; their display modes can be changed
and scale values modified.
• The principle of associativity works between solid part models and
their drawings.
• Cross sections can be created in part mode or drawing mode during
view placement.
Module
Additional Detailing and Associativity

You have learned about the importance of creating Drawing Views
of solid part models. In this module, you learn about the Detailing of
these drawings.
This Detailing is important as a method for communicating design
intent to machinists, mold makers, and other production personnel.
Objectives
• Create a production drawing that will detail dimensions, notes,

tables, and geometric tolerances.
• Investigate the associativity of the drawing to the part by
modifying dimensions on the drawing.
Page 12-1
NOTES
CAPTURING DESIGN INTENT

Detailing the Drawing
Once the views are created on a drawing, showing the dimensions are
usually just a click of a button. Therefore the redundancy of designer and
draftsman duplicating the same dimensions is eliminated.
When you make changes to the model in Part or Assembly mode, the
system automatically updates the drawing and reflects the changes;
likewise, any changes that you make to the model in Drawing mode
become immediately visible on the model in other modes.
However, in some cases as in manufacturing, additional dimensions in the

drawing will need to be created to convey additional information.
Drawing and Solid Model: Need for Consistency

Once the driving dimensions in the drawing are in place, they are fully
modifiable and changes are immediately reflected in the model. This
associativity allows fast and efficient design development.
Two Types of Dimensions

Though there are several types, in this module you will learn how to place
Feature Dimensions and Driven Dimensions.
Creating Feature Dimensions

Feature dimensions are created in the actual part and assembly models. In
the drawing, they only appear in a single view to prevent double
dimensioning.
Feature Dimensions have many options:
• Show All – Shows all dimensions for the model.

• View – Shows all dimensions of a selected view.
• Feature – Shows the dimensions of a selected feature.
Pag e 1 2- 2 I n t r o d u c t i o n t o P ro / En g i n e e r
NOTES
• Feature & View – Shows all dimensions of a selected feature in a

selected view.
• Part – Shows the dimensions of a selected part.
• Part & View – Shows the dimensions of a selected part in a selected
view.
Preview
When showing dimensions using the SHOW/ERASE dialog box, the

system defaults to previewing the dimensions that are shown. The options
for preview are as follows:
• Select to Keep – Allows you to select specific dimensions that you

want to be kept shown after exiting the dialog box.
• Select to Remove – Allows you to select specific dimensions that you
do not want to remain shown.
• Accept All – Shows all of the dimensions that have been shown after
exiting the dialog box.
• Erase All – Discards all the selected shown dimensions.
Creating Driven Dimensions

Dimensions that you actually create in Drawing mode are known as
Driven dimensions. To create them, click Create from the DETAIL menu
and Dimension from the DETAIL ITEM menu; then pick the desired
geometry.
Modifying and Deleting Driven Dimensions
In contrast to feature dimensions, you cannot modify driven dimensions in

a production drawing because their values are based on the part model.
However, you can delete them from a drawing.
Manipulating Dimensions
Once you have displayed dimensions in a drawing, you can use options in
the DETAIL menu to manipulate them in various ways:
• Use Move Text to relocate the dimension text along the dimension or
leader elbow line.
• Use Mod Attach to locate dimensions of rounds and chamfers on
another reference of the same feature.
Addit ional D eta iling and A ssoc iati vity Pag e 1 2-3
NOTES
• Use Switch View to move a dimension to another view.

• Use Flip Arrows to flip arrows inside or outside the extension lines.
• Use Clip to clip extension lines to a selected location.
• Use Break to break an extension line.
• Use Align to align dimensions.
Creating Drawing Notes

Use the Note option in the DETAIL ITEM menu to create drawing notes by
either typing them in or pasting from a text file.
The NOTE TYPES menu allows you to specify leaders, text justification,
and text styles.
Parametric Notes
When you include a dimension or parameter in a note, it is referred to as a
Parametric Note.
To change a dimension value in a Parametric Note, choose Modify from

the DRAWING menu and select the value. To specify parameter
information, use the following format:
• Dimensions – &d#, where # is the dimension ID.

• Instance number – &p#, where # is the parameter ID (for example,
&p0).
• User-defined parameters – &xxxxx, where xxxxx is the symbolic
name of the parameter.
NOTES
Goal
In this lab, you will create additional detailing and, once again, test
associativity.
Method
In Exercise 1, you will retrieve the gear part drawing that you started
earlier, manipulate its dimensions and create notes.
EXERCISE 1: Detailing the Gear Part Drawing

Task 1. To begin the detailing process, show the model dimensions.
1. Retrieve the gear drawing GEAR.DRW.
Figure 1: Gear Drawing with Dimensions
2. Click Show/Erase in the DETAIL menu.
3. In the SHOW/ERASE dialog box, first click the icon, then

select View in the SHOW BY options.
NOTES
4. Now pick the lower left general view on the screen. Click Done
Sel .
5. Accept all of the shown dimensions.
6. Close the dialog box.
Task 2. Clean up the display of dimensions.
1. Click Tools > Clean Dims in the DETAIL menu.
2. Pick the left view; then click Done Sel .
3. Clear the Create Snap Lines check box.
4. Click Apply > Close .
5. Click Done/Return in the TOOLS menu.
6. Click Move in the DETAIL menu.
7. Pick the 76.66 dimension and move the cursor to another location.
8. Pick another dimensions and move them to other locations.
9. Repaint the screen.
Note
By right-clicking Move , you can change the extension line
lengths of dimensions, as well as flip arrows.
Task 3. Change the location of the text with respect to the leader lines.
1. Click Move Text from the DETAIL menu. Move the dimensions.
2. Some of the arrowheads of the dimensions in the lower left vieware

outside the extension lines. Click Flip Arrows from the DETAIL menu
and pick the appropriate dimensions.
Note
Recall that you cannot delete a driving dimension from a
drawing.
NOTES
Task 4. Erase extra dimensions in the drawing
1. Click Show/Erase > Erase in the DETAIL menu.
2. Click the icon.
3. Pick the two extra 6.3mm dimensions and click Done Sel from the
GET SELECT menu.
4. Click the icon to remove the display of datums.
Task 5. Enable the display of dimensions for the section view and clean
up their display.
1. Click Show .
2. Click the icon.
3. Click View and pick on the section view.
4. From the DRAWING window right-click to select Modify Item .
5. Pick the 30.2 dimension and click Switch View from the MENU
MANAGER.
6. Pick the projected view in the upper left-hand corner of the

drawing.
7. Switch the 19mm dimension to the projected view using the same
operation.
8. Choose Done Sel from the GET SELECT 1 menu.
9. Or you can click Accept All .
10. Close the SHOW/ERASE dialog box.
11. Clean the dimensions of the section view. Click Done Sel .
12. Click Tools > Clean Dims . Pick the section view, then click
Apply > Close .
13. Return to the DETAIL menu. Click Done/Return .
14. Save the drawing.
NOTES
Note
The system allows for notes to be displayed with the
parametric dimension within the text. This allows the note to
automatically update with changes in the dimensions.
Task 6. Create a parametric note that displays the value of the pin hole
diameter.
1. Click Create > Note .
2. Click Leader > Normal Ldr > Make Note leaving alone all the
other defaults from the NOTE TYPES menu.
3. Specify attachment for the note. In the cross section view, pick the
edge of the small hole as the entity to which the system should
attach the note. Use Query Sel , if necessary.
4. Pick a location for the note All of the dimensions and parameters
change to their symbolic form.
5. Look at the lower right or cross section view and identify the
symbolic dimension representing the diameter of the small hole
(for example, symbol:d26).
6. Pick the ∅ symbol from the SYMBOL PALETTE window.
7. Enter the text to come after the symbol. Type [&d26 DRILL
THRU] in the message area.
8. Continue to the next line. Press <ENTER> once; then type [ONE
PLACE].
9. Complete the note. Press <ENTER> twice to finish.
Task 7. Add another note for the radius value of the round.
1. Using a similar technique, display the round radius dimension in

the section view.
2. Click Done/Return from the NOTE TYPES menu.
NOTES
Task 8. Experiment with moving the two notes.
1. Click Move > Move Text and Mod Attach to adjust the final
position of any dimension or note.
2. Save the drawing and erase both the gear drawing and gear part
from memory.
NOTES
MODULE SUMMARY
• The majority of dimensions included on the drawing come from the

part model.
• Modifications on Production Drawings are reflected in the part and
assembly models. This ensures consistency between the most recent
changes in the drawing with the original model.
• Two types of dimensions exist: Feature Dimensions and Driven
Dimensions.
• Dimensions can be manipulated using the options in the DETAIL menu
such as Move Text , Mod Attach , Switch View , Flip Arrows , Clip ,
Break , and Align .
• Drawing notes can be created to provide other information and for

documentation.
• Parametric Notes can include special symbols, model dimensions,
pattern instance parameters, drawing labels, and drawing parameters.
Pag e 1 2- 1 0 In t r o d u c t i o n t o P ro / En g i n e e r
Module
Creating Assemblies
Pro/ENGINEER is ideal for feature-based design and a cumulative
building up of successive parts. But once these complex parts are in
place, they have to be assembled in ways that work. Creating
workable assemblies and machines is the desired end result and the
most important aspect of learning to work with Pro/ENGINEER.
Objectives
In this module, you will learn to
• Create assemblies.
• Modify assemblies.
• Explore associativity in the context of creating assemblies.
Page 13-1
NOTES
OVERVIEW
To create an assembly model, you must constrain components by selecting
surfaces and features.
• Always begin an assembly with a base component, a component that

you are unlikely to remove from the assembly later on.
• Consider how you might break down the assembly into separate
subassemblies.
• Begin your assembly with default datums.
• Add the first part or subassembly onto the default assembly datums.
Figure 1: Assembly Default Datum Planes
NOTES
The Surface Normal Vector

A surface normal vector is an imaginary vector that is perpendicular to the
model surface. As a 3-D solid modeler, Pro/ENGINEER can distinguish
between the outside surface and inside surface that comprises every solid
model.
Figure 2: A Model’s Surface Normal Vectors
Constraint Options
Placement constraints create a parent/child relationship between the
already assembled components and the new component being added to the
assembly. Careful consideration is advised in choosing constraint types
and references.
The following is a list of the most commonly used constraints:
• Mate – Normal vectors of selected surfaces point in opposite

directions and become co-planar.
C reat ing As sembl ies Pag e 1 3-3

NOTES
Figure 3: Mate Constraint
• Mate Offset – Normal vectors of selected surfaces point in opposite

directions and are offset by a specified negative or positive value.
Offset
Figure 4: Mate Offset Constraint
• Align – Normal vectors of selected surfaces point in the same direction

and are made co-planar. Align will also make two axes co-axial.
Note:
Pro/ENGINEER does not associate any direction to the
alignment of an axis.
NOTES
Figure 5: Align Constraint

NOTES
Align Offset – Normal vectors of selected surfaces point in the same

direction and are offset by a specified negative or positive value.
Offset
Figure 6: Align Offset Constraint
• Orient – Selected surfaces, utilizing their normal vector, point in the

same direction and are parallel.
Figure 7: A Usable Reference for Orient Constraint
NOTES
• Insert – Selected cylindrical surfaces of revolution become co-axial.

These surfaces do not need to be full 360-degree cylinders, as shown
in figure below.
Surfaces of revolution
Figure 8: Insert Constraint
Packaging or Under-Constrained Components

Packaging allows you to:
• Add components to an assembly without adding all its necessary

constraints
• Add the model to the assembly without defining the true location of
that component.
• Set up space claims in the assembly for components prior to assembly.
Over-Constrained Components
When you over-constrain a component, you add more constraints than is
necessary in order to capture additional design intent.
Component Placement
Throughout the design cycle, you can:
• Create datums on the fly.

• Change the placement of a component.

NOTES
• Place multiple components using patterns.
ASSEMBLY MODIFICATION
Since Pro/ENGINEER is associative, you can make changes to all
components in sub-assemblies while working in the assembly. However,
the system limits the scope of those changes through the MOD ASSEM
menu options listed below:
• Mod Dim allows you to modify any dimension in the assembly.

• Mod Assem allows you to modify only the top-level assembly
dimensions.
• Mod Subasm allows you to modify any subassembly in the top-level
assembly, which includes assembling components into the
subassembly.
• Mod Part allows you to modify parts in the assembly, which includes
modifying dimensions, redefining existing features, adding new
features, as well as most operations that you can perform at part level.
Note
When creating part features at the assembly level, you should
use caution to avoid creating unwanted parent/child
relationships between the part and the assembly.
Changing Design Intent of the Assembly

• Reorder– Changes the order in which the system regenerates
components in the assembly.
• Insert Mode – Inserts a component in between two components in the
regeneration cycle of the assembly.
• Reroute – Changes the external references that a component has for
constraints.
• Delete– Removes components or assembly features from the
assembly model.
• Suppress – Temporarily removes components from the assembly.
• Resume – Resumes components in the assembly model.
NOTES
Saving the Assembly

When you save an assembly, the system automatically saves any changes
that you made to any of the parts in that assembly.
Note:
If you rename a part in an assembly, but the assembly is not in
RAM, the placement fails when you retrieve that assembly.
OTHER ASSEMBLY OPTIONS

Extracting a Bill of Materials
A Bill of Materials (BOM) is a breakdown of sub-assemblies and
components and their quantities. Pro/ENGINEER enables extraction of
this information using the Info pull-down menu.
Creating Exploded Views

Using the Explode option in the View pull-down menu, you can create
exploded views of the assembly model.
Note
You cannot assemble components in an exploded view. If you
try to do so, the system asks you to unexplode the assembly
using the Unexplode option in the View pull-down menu.

NOTES
Figure 9: Unexploded Machine Assembly
Figure 10 Exploded Machine Assembly
NOTES
Goal
This exercise demonstrates how to create and modify workable complex
assemblies.
Method
In Exercise 1, you will assemble existing components, modify specific
parts, and add features that will capture design intent.
EXERCISE 1: Create and Modify an Assembly
Note:
Keep in mind that the way you assemble components captures
your design intent, allowing the system to update their
locations correctly when you modify them.
Figure 11 Completed Base Subassembly

NOTES
Task 1. It is a good practice to start all assemblies with three default

datum planes. Create a subassembly using three parts.
1. Click File > New . Click Assembly and type [BASE] as the name.
Make sure Use default template is checked.
2. Setup the assembly to use millimeter units. Click Set Up > Units.
> millimeter Newton Second > Set.
3. Click Set > OK > Close .
Note:
You may need to turn the datum display back on to see the
datum planes.
4. Click Done .
Task 2. Start assembling the bracket part onto the assembly datums
using the part datums.
1. . Click Component > Assemble . Select BRACKET.PRT; then

click Open .
Align ASM_FRONT
to DTM3 (yellow to Align ASM_TOP to DTM2
yellow) (yellow to yellow)
Align ASM_RIGHT
to DTM1 (yellow
to yellow)
Figure 12: Assembling the Bracket (Bracket Moved for Clarity)
NOTES
Tips & Techniques:

To pick the datum planes easily, click Move in the
ASSEMBLY CONSTRAINT dialog box to move the model to
one side. Click Place when finished moving.
Task 3. Define the first alignment constraint between DTM1 of the part
and ASM_RIGHT of the assembly.
1. Click Align from the CONSTRAINT TYPE drop-down list.
2. Pick DTM1 as the first datum on the bracket (you may need to use
Query Sel ).
3. Pick the yellow side.Click Yellow from the DATUM ORIENT

dialog box.
4. Pick the datum ASM_RIGHT on the assembly.
5. Click Yellow from the DATUM ORIENT dialog box.
Task 4. The system automatically starts adding another align constraint.

Align DTM2 and ASM_TOP together using their yellow sides. :
1. Pick DTM2 on the bracket part.
3. Pick ASM_TOP from the assembly model.
Tips & Techniques

You can select the Yellow side by using the middle mouse
button. You select the red side using the right mouse button.
Task 5. Again use the default align constraint. Align DTM3 and
ASM_FRONT together using their yellow sides.
1. Pick DTM3 on the bracket model.

NOTES
3. Pick ASM_FRONT on the base assembly.
5. Read the prompt in the message area. Finish the placement of the
bracket. Select OK .
Task 6. Begin to assemble the bushing part to the bracket part.
1. Open the bushing part. Click Component > Assemble ; then select
BUSHING.PRT from the OPEN dialog box. Click Open .
Insert references
Mate references
Figure 13: Assembly of the Bushing
Task 7. Insert the bushing into the bracket using the revolved surfaces
on the models.
1. Click Insert from the CONSTRAINT TYPE drop-down list.
2. Pick on the outside cylindrical surface of the bushing part (Figure

13).
3. Pick on the inside revolved surface of the slot on the bracket part.
4. The default constraint type is Automatic.
NOTES
Task 8. Mate the lip on the bushing to the back of the bracket.
1. Click Mate from the CONSTRAINT TYPE drop-down list.
2. Pick on the planar flange surface on the bushing.
3. Pick the back surface of the bracket using Query Sel . Click
Accept when the proper surface highlights.
Task 9. Remove the option to make assumptions about the orientation

of a model and add a third constraint so that the key on the bushing lines
up with the d slot in the bracket.
1. Read the message area prompt.
2. Click Allow Assumptions .
Figure 14: Default Orientation of Bushing (Datums Removed for Clarity)
4. Click Add from the COMPONENT PLACEMENT dialog box
5. Click Orient from the TYPE drop-down list.
6. Pick on the flat surface of the bushing.

NOTES
Task 10. Define an internal datum plane through the D-slot surface.
1. Click Make Datum . Select through using Query Sel , pick over the
top of the D-slot.
2. Click the icon until the surface highlights in red; the click
Accept .
3. Click Done from the DATUM PLANE menu.
4. Read the prompt. The arrow is currently facing downward (the

yellow side). Make the flat on the bushing face upward by
choosing Red .
Note:
Pro/ENGINEER issues a message in the dialog box as well as
the message area when it considers a model to be fully
constrained.
5. Finish the placement. Click OK from the dialog box.
Task 11. Assemble the ring part to the bushing part by using the
constraints.
1. Zoom in on the bushing model so that you can see the snap ring
grove more clearly.
2. Turn off the display of the datum planes using the icon in the
toolbar.
3. Assemble the ring model. Click Assemble ; then select RING.PRT.
NOTES
Insert references
Mate references
Figure 15: Constraints for Assembling Base with Ring
4. Add an insert constraint between the inner revolved surface of the

snap ring and the small revolved surface of the recess in the
bushing. Click Insert and pick the two revolved surfaces.
5. Add a mate constraint between the front side surface of the groove
and the back side of the snap ring. Click Mate and pick the two
planar surfaces.
6. Orient the tabs so they match the orientation of the flat of the
bushing. Use the Orient option to position the tabs on the ring as
desired.
7. Complete the placement of the ring. Click OK .
8. Click File > Save from the pull-down menu.
9. Close the Main Window. Click File > Close Window .
Task 12. Create a new assembly called machine consisting of the base
subassembly and the remaining three parts.
1. Click File > New . Click Assembly and type [MACHINE] as the
name. Uncheck Use default template option.
2. Setup the assembly to use millimeter units. Click Set Up >Units >
millimeter Newton Second > Set > OK > Close .
3. Create three default datum plane features.

NOTES
Task 13. Assemble the base assembly into the machine assembly using
the datum planes. This reduces the parent/child dependency verses using
part model geometry in the assembly.
1. Click Component > Assemble ; then select BASE.ASM.
2. Assemble the base subassembly to the machine assembly by using

the Align constraint.
Tips & Techniques:

You can access the Query Sel option by using the mouse.
Read the one-line help in the message area when you move the
mouse over Query Sel . Also read the on-line help when
highlighting the Next Item , and Accept icons in the Query
Bin dialog box.
Task 14. Assemble the shaft component by following the constraints

used in Figure 16 to control the location of parts in the assembly.
1. Assemble the MASTER_SHAFT part into the machine assembly.
2. Insert the shaft into the hole in the bushing.
3. Align offset the end of the shaft that has the hole closer to the end
with the front of the bushing part using a value of 60mm as the
offset value.
4. If datum planes are not visible, make sure layers are set to be
shown.
5. Orient one of the default datum planes going through the axis of
the shaft by creating a datum that goes through the axis of the
bushing at an angle to the flat on the bushing.
6. Check allow assumptions box in the bottom of the dialog box.
NOTES
Figure 16: Assembling Base with Shaft
Task 15. Add the crank part to the assembly by using the assembly
constraints.
Figure 17: Assembling the Crank Part to the Machine Assembly
1. Assemble the crank part.
2. Insert the crank into the shaft.
Figure 18 Assembled Crank

NOTES
3. Align the small hole on the crank with the small hole on the shaft
by picking the axes.
4. The system says it is fully constrained, but orient the back of the
crank with the end of the shaft.
Task 16. Assemble the gear component to the machine.
1. Assemble the gear part into the assembly using constraints similar
to those that you used for the crank part.
2. Save the assembly.
Task 17. While working at the assembly level, accommodate a change in

the design intent by modifying the bracket width.
1. Click Modify from the ASSEMBLY menu.
2. Click Mod Part from the ASSEM MOD menu.
3. Pick the bracket part.
4. Pick the base feature to display the dimensions.
5. Pick the 25 dimension. Type [50.0], then press <ENTER>.
6. Regenerate only the part model.
Task 18. Accommodate another change in the design intent by adding an

edge round on the two top edges of the bracket.
1. Create a new part feature. Click Feature > Create .
2. Add a simple edge round to the bracket with a 20mm unit radius.
Figure 19 shows the modified bracket.
NOTES
Figure 19: Modified Bracket
Task 19. Generate a Bill of Materials for this assembly.
1. Click BOM from the INFO pull-down menu. Click OK .
2. Read the entire INFORMATION WINDOW; use the scrollbar if

necessary.
3. Click Close from the INFORMATION WINDOW
4. Close the working window.
5. Erase all models that are not displayed. Click File > Erase > Not
Displayed .

NOTES
MODULE SUMMARY
• Assembly creation has to begin ideally with base components and

these usually are the Default Assembly Datums.
• There are various constraint options for adding new components to an
assembly.
• Components of an assembly can be deliberately under-constrained or
over-constrained.
• Packaged or under-constrained components are usually added to
assemblies to get a spatial feel for the completed assembly. Once the
look is right, the component can be fully constrained.
• Over-constraining occurs to capture additional design intent.
• Since Pro/ENGINEER is associative, you can make changes to all
components and sub-assemblies while working in an assembly.
• Modifying parts at the assembly level is adopting a top-down approach
to design. Sometimes this is necessary to capture the higher level
design intent by creating part geometry in the context of the assembly.
• You can extract a Bill of Materials of an assembly.
• You can create exploded views of assemblies.
Module
Layers and Suppression

Layers provide a means of organizing model items, such as features,
datum planes, parts (in an assembly), and even other layers, so that
you can perform operations on those items collectively. These
operations primarily include ways of showing the items in the model,
such as displaying or blanking, selecting, and suppressing..
Objectives
• Create layers for a given model.

• Associate items to a layer.
• Manipulate layer display status.
• Control data with the suppression functionality provided by
Pro/ENGINEER.
• Re-work existing parent/child relationships using the suppress
feature.
• Resume suppressed features
Page 14-1
NOTES
DEFINING LAYERS
Functionality
• Layers provide a means of organizing object items into related groups
to avoid confusion
• They allow you to perform certain collective operations on groups of

items such as features in a part, components in an assembly, draft
items on a drawing, even other layers.
• Using layers, you can control the information that the system displays
on the screen
• Layers enable certain actions as deletion, plotting, and suppression for

certain items.
Working Rules
• If you use a default template, Pro/ENGINEER automatically
associates the different features of a model to specific default layers.
• You can still create additional layers using two methods. The first is
through the Config file and the second is by using the def layers
command from the Layer pull-down menu in the LAYERS dialog box.
• A single item can be associated with multiple layers.
• You can have as many layers as you need or none at all.
CREATING LAYERS
Selecting the Object
The active object is the model in which you actually create the layers and
make changes. The principle is to associate those items to a layer that exist
at the layer level. For example, if you select the top-level assembly as the
active object, you can associate only items from the top-level assembly to
a top-level assembly layer.
NOTES
Note:
In Drawing mode, you can select either the model or the
drawing as the active model.
Creating Layers
• Pro/ENGINEER identifies layers by name only.
• You can express the name in numeric or alphanumeric form, using a
maximum of 31 characters.
• After you have established the active model, you can define a new
layer by clicking the
• Once you have typed one layer name you can create multiple new
layers by simply typing a new name and pressing <ENTER>.
Associating Items to a Layer

Once you have created layers, you can associate items to them. Using
options in the LAYER dialog box, you can associate items to and remove
them from selected layers, as well as copy them or switch them from one
layer to another.
L a y e rs a n d S u p p res io n Pag e 1 4- 3
NOTES
Table 1: Item Types

Component Select component parts and/or assemblies. Click All
(Assembly mode only) Instances or Individual in the LAYER COMP menu.
Feature Click the following feature options in the LAY FEAT
menu:
• Select – Specifies the particular feature.
• Range – Specifies a range of features.
• All of Type – Specifies a feature type from the ALL

FEATURES menu.
• Feat/Child – Specifies a feature and all of its

children.
Curve Pick a datum curve.
Quilt Pick a quilt.
2-D Items Pick detail items.
Text Pick nametags for datum planes, axes, points, and
coordinate systems. When text tags are blanked, Click
Sel By Menu, or select from the MODEL TREE
Point Pick a datum point.
Datum Plane Pick a datum plane.
Layer Select a layer. Creates a layer hierarchy with sub-layers.
Solid Geometry Pick a feature. Blanks all solid features of the part.
Note:
If you attempt to associate an item to a layer that does not exist
in the active model, the system identifies the native model for
the item. You can select or create a layer in the native model,
or ignore the selection of that item.
Setting the Display Status of a Layer

One of the main reasons that you would organize items using layers is to
control the kind of information that the system displays on the screen for
that particular object. You can perform the following procedures, as
illustrated in Figure 1:
• Show selected layers on the screen.

• Blank selected layers from the screen by removing them.
NOTES
• Isolate selected layers by displaying them on the screen and removing

all non-isolated layers from the screen.
• Hide components associated to the selected layer by displaying them
entirely as hidden lines when working in Hidden Line mode, or
remove them from the screen when working in No Hidden mode (in
Assembly mode only). The Hide display status has no effect when the
environment setting is Wireframe .
Figure 1: Layer Display Dialog Box
Not all layer items are available for manipulation in every

Pro/ENGINEER mode.
Note:
Pro/ENGINEER does not save the display status of a layer by
default when it saves the object. The next time that you
retrieve the object, the display status reverts back to Show for
all layers. If you want to save the display status with the
object, you must click Save Status from the LAYER
DISPLAY dialog box.
NOTES
Manipulating Layer Display Status

In Figure 3 you create layers in Part mode and Assembly mode, associate
items to them, and vary the display status of the items.
In Part mode, you have a protrusion and three datum planes.
• Create the layers PROT, DATUM_A and DATUM_B.

• Associate the protrusion to the PROT layer.
• Associate datum plane A to the DATUM_A layer.
• Associate datum plane B to the DATUM_B layer.
• Do not associate datum plane C to any layers.
In Assembly mode, you have three components (A, B, and C) and two
assembly datum planes.
• Create layers COMP_B, COMP_C and ADATUM_A.

• Associate component B to the COMP_B layer.
• Associate component C to the COMP_C layer.
• Associate assembly datum plane A to the ADATUM_A layer.
• Do not associate component A and assembly datum plane B to any
layers.
NOTES
Part Mode
Assembly Mode
D E
Figure 3: Illustration of Layer Display Status
• A – All layers have a display status of Shown .

• B – PROT: Blank ; DATUM_A: Shown ; DATUM_B: Blank
• C – PROT: Shown ; DATUM_A: Shown ; DATUM_B: Isolate
• D – All layers have a display status of Show .
• E – COMP_B: Blank ; COMP_C: Show ; ADATUM_A: Blank
• F – COMP_B: Isolate ; COMP_C: Show ; ADATUM_A: Show
SUPPRESSION FUNCTIONALITY
• Suppression temporarily removes a feature or component from the
model
• The system does not regenerate the item, and the model appears as if
you had never created the item.
• When you suppress items, you can resume them at a later date.
Suppress differs from delete in that it is not permanent.
NOTES
Using Suppression
• To simplify the model
• To reduce regeneration time
• To reduce screen repaint time
• To use design alternatives
Suppressing Parent/Child Relationships

If you suppress a feature or a component that has children and do not
select the children as well, Pro/ENGINEER requires you to do one of the
following:
• Reroute the child references.

• Change the dimensioning scheme of the child.
• Suppress the child.
• Suspend action on the child until you regenerate the model.
• Freeze the component (in Assembly mode only).
Saving and Resuming Suppressed Features

You can save a model with suppressed features and/or components. When
you retrieve or regenerate it, Pro/ENGINEER informs you that it has
suppressed items.
When you resume or regenerate suppressed features, the system returns

them to their original location in the feature list. You can resume them by
selecting them from the MODEL TREE window or using one of the
following options in the RESUME menu:
• All – Resumes all items that are currently suppressed.

• Layer – Resumes items by layer.
• Last Set – Resumes the last group of suppressed items.
• Feat ID – Resumes items by specifying the feature ID of the item.
NOTES
Goal
This laboratory is intended to demonstrate the practical application
layers and suppression.
Method
In Exercises 1 and 2, you learn to control the information that the system
displays in a part model and an assembly model. You learn to use layers to
control the display of the datum planes and axes of the part in Exercise 1,
as opposed to turning their display off.
In Exercise 3, you suppress a feature in a part.
In Exercise 4, you experiment with suppressing a component in an

assembly.
EXERCISE 1: Using Layers in Part Mode
Figure 5: Layer Crank Part
NOTES
Task 1. Retrieve the crank part; then shade and spin the model.
1. Change the working directory to LAYER_SUPPRESS
2. Erase all models in the memory.
3. Open the layer crank part. Click . Select LAYER_CRANK.PRT,

then click Open .
Note:
If the model does not have the datum planes and axes
displayed, display them using the environment icons.
4. Shade the model if it is not already.
Task 2. Create two layers called DATUMS and AXES.
2. Click the icon, then click Default .
3. Click View>Layers and click the icon.
4. Type [DATUMS], then click Add .
5. Type [AXES], then click OK .
Task 3. Associate the default datum planes to the datum layer.
1. Select the Datums layer from the layers list. Make sure the Axes
layer is not highlighted. Clicking a layer name toggles that layer
for action.
2. Click the icon.
3. Click Datum Plane from the LAYER OBJ menu.
4. Select DTM1, DTM2, and DTM3 from the MODEL TREE, then -
click Done Sel > Done Return
NOTES
Task 4. Associate the axes of the part to the axes layer.
1. Unselect layer Datums and select layer Axes .
2. Click the icon and click Feature .
3. Click Query Sel . Pick the A_1 boss protrusion. Accept the
selection.
4. The A_5 axis was created as a result of the cross hole in the boss.
Click Query Sel . Pick the cross hole in the boss. Accept the
selection.
5. The A_2 axis was created as a separate datum feature. Click

Query Sel . Pick axis A_2 . Accept the selection.
6. Click Done Return from the MENU MANAGER menu.
Task 5. Use the LAYER dialog box to see what features you have
associated to the layers.
1. Click Show > Layer Items .
2. Click Tree > Expand >All .
Task 6. Change the display status of the two layers you just created.
1. Click Axes and Datums in the LAYERS dialog box
2. Click the icon, then click the .icon. The system no longer
displays the datum planes and axes on the screen, but they still
exist. You can verify this by using the MODEL TREE.
3. Close the Layers dialog box..
4. Save the model. and close the window
Note:
Pro/ENGINEER does not save the display status of the layers
unless you click Save Status prior to exiting the LAYERS
dialog box.
L a y e rs a n d S u p p res io n Pag e 1 4- 1 1
NOTES
Figure 6: Layer Display Status Set to Blank
NOTES
EXERCISE 2: Using Layers in Assembly Mode

In this exercise, you use layers to control the information that the system
displays in the assembly model to make it easier to manipulate. By
associating components to layers, you can control the display of these
components on the screen without affecting the actual model.
Figure 7: Layers Assembly
Task 1. Open an existing assembly and define two layers at the top-
level assembly called crank and gear.
1. Open the PINION.ASM.
2. Click View>Layers and click the icon.
3. Type [CRANK], and press <ENTER>.
4. Type [GEAR], then click OK .
NOTES
Task 2. Associate the crank part to the CRANK layer and the Gear part
to the GEAR layer.
5. Unselect the GEAR layer and select the CRANK layer.
6. Click the icon.
7. Click Component from the LAYER OBJ menu.
8. Click Individual from the LAYER COMP menu.
9. Click Sel By Menu , then select LAYER_CRANK.PRT.
10. Finish the association. Click Done Sel > Done/Return >
Done/Return .
11. Repeat the steps above to associate the gear part to the gear layer
Task 3. Blank the crank and gear layers.
1. Select the crank and gear layers.
2. Click the icon.
3. . Click the icon to repaint the screen and turn off the datum
planes and axes. The system no longer displays the layer crank
and layer gear components on the screen, as shown in Figure 8.
Figure 8: Layers Blanked from Display
NOTES
Task 4. Verify that the components still exist.
1. Click Info > Feature List .
2. Click Top Level > Apply.
3. Read the information window and close the information window and
the FEATURE LIST dialog box.
Task 5. Set the gear model to hidden line display.
1. Click the icon from the toolbar.
2. Click View > Layers .
3. Click Gear in the LAYERS dialog box.
4. Click the icon from the LAYERS dialog box.
5. Repaint the screen. The system displays the component on the

screen again.
Task 6. Determine the effect that other environment settings have on the
Hidden Line setting for the layer.
1. Click the icon from the tool bar
NOTES
Figure 9: Hidden Line Display Mode
2. Click the icon from the toolbar.
NOTES
Figure 10: No Hidden Display Mode
Note
The icons next to the layer names in the dialog box indicate the
current status of the layers. If the eye icon next to the layer
name is gray, then some of the layers of the same name in
assembly sub-components have varying display statuses set
Task 7. Determine the status of the datums layer.
1. Open the LAYERS dialog box.
2. Click Show > Layer Items .
3. Expand the datums layer items. Click the + icon next to

DATUMS.
4. Notice all the models have a layer called DATUMS, but only some
of them are blanked.
NOTES
Task 8. Set both layers back to Shown .
1. Click the icon from the LAYERS dialog box
2. Click the icon.
3. Repaint the screen. All components and their datums should be

visible again. If the datums and axes are not visible, check the
environment icons in the toolbar,
Task 9. You have the ability to effect the display of layers within all
levels of the assembly, as well as associate items at any level. Change the
display of all the part level datum planes.
1. Click the icon.
2. Select all the entries under Datums, except IN_LAYER_BASE.ASM.
3. Click the icon.
4. Repaint the screen. The system no longer displays the datum

planes of the parts on the screen, but does display the assembly
datums.
Task 10. Add the layer called Datums at the top level and associate the
default datums of the assembly.
1. Click .
2. Type [asm_ datums], then click OK
3. Select the datums layer and click
4. Pick the three assembly level datum planes in the PINION.ASM.
5. Complete the association. Click Done Sel , then click Done/Return

from the LAYER OBJ menu.
NOTES
Task 11. Save the display status of the datum planes for the next time
that you retrieve the assembly, or any of the associated components,
1. Click Save Status from the LAYERS dialog box.
2. Click Close .
4. Erase the assembly from memory and all associated objects.
Figure 11: Top-Level Default Datum Planes
NOTES
EXERCISE 3: Suppressing in Part Mode

In this exercise, you suppress a feature to make it easier to retrieve and
regenerate the part.
In Figure 12, each hole has a cut that represents the threads; therefore, it
requires a great deal of time to retrieve and regenerate it. For this design
you only need the threads for mass property calculations, and not for other
operations.
Figure 12: PLATE.PRT with Threaded Notes
Task 1. Retreive an existing model and modify the circular protrusion

which comes before the helical threads in the regeneration list
1. Open the part named PLATE.PRT, note the amount of time the
system uses to retrieve the part.
2. Modify the height of the circular boss to 10mm. Click Modify and
pick the boss protrusion. Pick the 5 dimension and type[10].
3. Regenerate the part. Note the amount of time that the system
requires to update the geometry.
Task 2. Suppress the complex thread cuts.
1. Click Feature > Suppress .
2. Select the pattern of cuts from the MODEL TREE.
NOTES
3. Click Done Sel from the GET SELECT menu. Click Done from
the SELECT FEAT menu.
4. Note that the cuts are no longer in the model. Verify this by
checking in the MODEL TREE.
Task 3. Once a feature is suppressed, Pro/ENGINEER does not consider

it as existing in the model. Test the speed that the system regenerates the
model without the threads in the model.
1. Click Done from the FEAT menu.
2. Change the height of the circular boss back to 5. Click Modify and
pick the 10 dimension, then type [5].
3. Regenerate the part. Note that the system updates the model much
faster now.
Figure 13: Thread Cuts Suppressed
NOTES
EXERCISE 4: Suppressing Components in

Assembly Mode
In this exercise, you experiment with different design alternatives in your
assembly by suppressing components to make it easier to view the new
components.
Error!
Figure 14: Alternate Components
Task 1. Suppress the crank components in the assembly to see what the
assembly will look like with a different crank part.
1. Open the SECOND_PINION.ASM,
2. Click Component from the ASSEMBLY menu. Click Suppress

and pick the crank part.
3. Click Done Sel > Done . Note that the system no longer includes
the component in the assembly.
Task 2. You can assemble different components to test their

compatibility with an assembly design. Assemble a model to replace the
crank.
1. Click Assemble and double click HAND_CRANK.PRT
NOTES
3. Pick axis A_1 of hand crank model.
4. Pick axis A_1 of shaft model.
5. Leave the default Align for the second constraint.
6. Pick axis A_5 of hand crank model.
7. Pick axis A_3 of shaft model.
8. Finish the placement.
9. Read the message in the message area, then click OK .
Task 3. You can define different sets of components to be suppressed.

Suppress the hand crank model.
1. Click Suppress .
2. Select the HAND_CRANK using the MODEL TREE.
3. Click Done from the SEL FEAT menu to complete the operation.
Task 4. Constrain the wheel crank to the end of the shaft.
1. Click Assemble . and double click the WHEEL_CRANK.PRT
3. Align A_1 of wheel crank with axis A_1 of shaft model
4. Align axis A_5 of wheel crank model with axis A_3 of shaft
model.
5. Finish the placement
Task 5. With components suppressed you can easily switch between

representations of the assembly to test which one is the most plausable.
Suppress the third crank model and resume the original one
1. Suppress the wheel crank component. Click Suppress and pick

the wheel crank part. Click Done from the SELECT FEAT menu.
NOTES
2. List the suppressed components in the MODEL TREE. Click View

> Model Tree Setup> Item Display
3. Select Suppressed Objects and click OK
4. Resume the original layer crank component. Right mouse click the
LAYER_CRANK.PRT entry in the MODEL TREE, and select
Resume from the pop-up menu.
Task 6. Suppression temporarily removes a component from the

assembly. A suppressed model is still associated to the assembly. Resume
the suppressed components; then permanently delete them from the
assembly.
1. In the MENU MANAGER, click Component > Resume > All >
Done
2. Click Delete > Clip
3. Select only the hand crank part from the MODEL TREE.
4. Click Done Sel > Done .
Tips & Techniques:

You can use the MODEL TREE to delete suppressed features
or components without resuming them first.
6. Change your working directory back to the INTRO_PROE_300

directory.
NOTES
MODULE SUMMARY
• The Layers feature is designed for greater flexibility of models and

less clutter.
• Items have to be deliberately associated to specific layers of a model.
• Any number of layers can be created.
• The display status of a layer can be set to Hidden
• Suppression of features in a part and of components in a model leads
to greater maneuverability in design.
• Suppressed features can effect the parent/child relationship.
• Suppressed features can be resumed.
Module
Additional Datum Features

Pro/ENGINEER allows for creating datum features other than
datum planes. These additional datum features include datum axes,
datum curves, datum points, and datum coordinate systems.
In this module, you learn how they are created and why they should
be used.
Objectives
• Describe all available additional datum features in the software.

• Create additional datum features using different methods.
• Employ additional datum features as robust references for solid
geometry.
Page 15-1
NOTES
ADDITIONAL DATUM FEATURES

Datum features are mass-less, nonsolid features that can be used as
references and as parents to solid geometry. All datum features serve the
purpose of construction type geometry.
Datum Axes
Datum axes appear as dashed yellow lines that often have nametags such as A_1 ,
A_2 , and A_3 , and are used as:
Uses
• As centers of coaxial holes.
• As references for assembly constraints.
• As aids for the creation of other datum features.
Methods of Creation
• Thru Edge – Created through a straight edge of the model.
• Normal Pln – Normal to a selected surface with linear dimensions to
two references.
• Pnt Norm Pln – Normal to a selected surface and though a datum
point.
• Thru Cyl – Created through the “imaginary” center of any surface of
revlolution.
• Two Planes – Created at the intersection of two planes.
• Two Pnt/Vtx – Created through two datum points or two vertices of
the model.
• Point on Surface – Goes through a point normal to the surface.
• Tan Curve – Created tangent to a datum curve or at the end point of a
model’s edge.
NOTES
Datum Curves
Datum curves appear on the model as orange lines. They can be straight or
curved, and be open or closed loops.
Uses
• As trajectories for swept features.
• To help define the shape of assembly skeletons.
• To aid in surface creation.
• To measure features of a model.
Methods of Creation
• Sketch – Uses sketcher functionality to create the curve on a flat
surface.
• Intr . Surf – Creates a curve at the intersection of two surfaces.
• Thru Points – Create a curve through a series of datum points.
• Projected – Projects a 2D curve onto a solid surface.
• Formed – Transfers a datum curve onto a surface as a formed curve.
The formed curve preserves the length of the original curve.
• 2 Projection – Creates a projected datum curve from two sections on
non-parallel sketching planes.
• From Equation – Creates a curve based of mathematical equations.
Datum Points
Datum points appear as small yellow “x ”s on the model, with name tags
such as PNT1
Uses
• Help in creating datum curves and datum axes.
• Used when creating holes that are placed on point.
• Used as references for assembly constraints.
Methods of Creation
• On Surface – Creates a point on a selected surface using linear
dimension to two references
Ad d i t io n a l D at u m F e a t u re s Pag e 1 5- 3
NOTES
• On Vertex – Point is defined at a vertex on the solid model

• Offset Csys – Points are defined offset from a coordinate system
using Cartesian, cylindrical, or spherical coordinates
• At Center – Creates a point at the center of an arc or a circle
• On Curve – Creates a point along a datum curve or model edge with
the following dimensional options.
½ Offset – Places a point on the curve offset at a distance from a
planar surface.
½ Length Ratio – Places a point on the curve as a percentage of
the overall length (0.0 and 1.0 are the start and end points of
the curve).
½ Actual Length – Places the point using the actual arc length
distance of the curve.
• Field Point – Places a free-floating point on a selected reference such
as a surface or a curve.
Datum Coordinate Systems

Datum Coordinate Systems appear yellow on the model and usually have
nametags, such as CS1 . Each axis on the coordinate system is also labeled
(x,y,z).
Uses
• Ability to define a zero position for datum points read in from file.
• Orientation for manufacturing procedures.
• References for assembly constraints.
Methods of Creation
• 3 Planes – Origin at the intersection of three planes.
• Pnt + 2Axes – Origin at a datum point, vertex, or origin of another
datum coordinate system.
• 2 Axes – Origin at the intersection of two axes, straight edges or
straight datum curves.
• Default – Origin at the first vertex of the base feature.
NOTES
Goal
By the end of this lab, you will be able to create and use all the
additional datum features you have learned about in this module in a
solid model.
Method
In Exercise 1, you start with the default datums and a datum coordinate
system included in any new part. Then you create datum points and a
datum curve to create a door handle.
EXERCISE 1: Creating Additional Datum Features

Task 1. Create a new part and define the control points for the handle.
1. Create a new part with the name DOOR_HANDLE.
Task 2. Since we already have a coordinate system, we will create

points at x, y, z positions relative to it.
1. Click the icon and click Offset Csys .
2. Pick the PRT_CSYS_DEF coordinate system.
3. Click Cartesian as the coordinate type.
4. Click Enter Points and type [0] for x, [0] for y,[0] for z.
Task 3. Once the first datum point’s x, y, z position has been defined,
enter in the x, y, z data for the other points.
1. Create a second datum point at 4,0,0. Enter [4], [0], [0] at the
prompt.
2. Create a third datum point at 4,16,0. Enter [4], [16], [0] at the
prompt.
3. Create a fourth datum point at 0,16,0. Enter [0], [16], [0] at the
prompt.
NOTES
4. Once the coordinates of the last point have been entered, type
<ENTER> on a blank line.
5. Click Done to complete the feature. The part should look like
Figure 2.
Figure 2: Datum Points
Task 4. Create a datum curve through these points. The order the points
are created does matter because the curve will connect them in that order.
1. Click the icon, click Thru Points > Done .
Task 5. Define a specific radius that the curve will take through each
point.
1. Click Single Rad, and select PNT1. Type [1.0].
2. Click Done Sel > Done .
3. Click OK to finish the feature
NOTES
Task 6. Create a swept protrusion as the door handle geometry. The

trajectory is the datum curve that you created.
1. Click Feature > Create > Protrusion > Sweep > Done.
2. Click Select Traj > Curve Chain .
3. Pick the datum curve; then click Select All > Done > Okay .
4. Define a 1.0 inch diameter circle as the cross-section, centered at

the intersection of the centerlines.
5. Click OK to finish the feature. The final part should look like
Figure 3.
Figure 3: Final Solid Geometry
NOTES
MODULE SUMMARY
In this module, you have learned that
• Additional Datum features are convenient and hassle-free features that

aid model creation.
• Datum features are mass-less and non-solid; therefore, they can be
deployed frequently when creating solid geometry.
• Datum Axes are created for all types of revolved features, holes, and
extruded circles.
• Datum Curves often aid in surface creation using sketcher
functionality.
• Datum Points are used as references for assembly constraints and to
place holes on point when they are created.
• Datum Coordinate Systems are used for orientations in manufacturing
procedures.
Module
Additional Advanced Features

This module introduces Pro/ENGINEER’s advanced features
including Draft, Rib and Sketched Holes.
Objectives
• Add a Draft feature to an existing part.

• Define and create a Rib.
• Describe and create Counterbores and Countersunk Holes.
Page 16-1
NOTES
SURFACE DEFORMATION
In Pro/ENGINEER, you can create several features to deform or alter the
existing surface of a part by tweaking. For example, to add a taper of a
specific angle to a surface, you can use a Draft feature.
Creating a Draft Feature

• To make it easier to remove a part from a mold, you can add a draft
angle between -30° and +30° to a cylindrical, planar, or splined surface
on the molded or cast part. You can add it to individual surfaces or to a
series (loop) of surfaces.
Figure 1: Molded or Cast Part
To create a draft feature, you must select a surface or surfaces to draft;

then specify a neutral plane. The intersection of the neutral plane with the
draft plane determines where the draft surface pivots.
NOTES
Axis of rotation
Neutral
plane
Draft
plane
Figure 2: Selection of Draft Plane and Neutral Plane

• Before entering the draft angle, select or create a reference plane from
which the draft angle measures from a 90-degree perpendicular. The
system provides you with a green arrow and a highlighted surface to
assist you.
Reference 10
Figure 3: Reference Plane and Draft Angle
Note
You cannot draft surfaces with fillets around the edge
boundary; however, you can draft the surfaces first and then
fillet the edges.
You can only draft surfaces that are formed by tabulated

cylinders or planes.
Addit ional A d van ced F eatu r es Pag e 1 6-3

NOTES
OTHER FEATURES
To create complex geometry, you can add additional features such as Ribs
and Sketched Holes.
Creating a Rib
• A rib is a special type of protrusion designed to create a thin web that
is attached to a part.
• A rib always has to be sketched as an open section in a side view. The
system creates it symmetrically about the selected sketching plane, as
shown in Figure 4.
Open section aligned Half of thickness

to both ends to both sides of
sketching plane
Figure 4: Rib Section Aligned to a Planar Surface
• If you align the endpoint of the section to a cylinder, Pro/ENGINEER

automatically defines the geometry.
NOTES
Section aligned
to cylindrical
surface
Conic surface
Figure 5: Rib Aligned to a Cylinder
Creating Standard Holes Based on Units

You can create standard holes based on engineering measurements by
selecting the Standard Hole radio button in the HOLE dialog box. Then the
HOLE dialog box appears as shown below.
Figure 6 Creating a Standard Hole

NOTES
Creating Counterbores and Countersunk Holes

We have discussed creating a Hole as a Pick-and-Place feature that can be
created with many depth options. However, using the Sketched Hole
option, you can use a sketched revolved section to define the Hole. This
allows the creation of Counterbores, Countersunk holes, instead of
creating the default flat-bottomed holes.
Figure 7: Sketched Hole
• To create a sketched hole, sketch a section and then place the hole onto
the part using the same options that you would use for a straight hole.
However, sketched holes have the following restrictions:
½ They are always blind and one-sided.
½ You must sketch them as a closed section.
½ In the sketch, you must include a centerline as an axis of
revolution.
½ They must have one sketched entity normal to the centerline,
which the system aligns with the placement plane.
NOTES
Figure 8: Sketching a Sketched Hole

NOTES
Goal
This laboratory exercise introduces the creation of draft features.
Method
In Exercise 1, you create a neutral plane draft. In model design, one of the
final steps usually is adding draft wherever needed.
In Exercise 2, you learn how to create a rib.
Exercise 3, you learn how to create a sketched hole.
EXERCISE 1: Creating a Neutral Plane Draft

Feature
Task 1. Retrieve a sample part and specify attributes for draft.
1. Open DRAFT1.PRT.
2. Click Feature > Create > Solid > Tweak > Draft .
3. Click Done to accept the Neutral Pln default.
4. In the ATTRIBUTES menu, accept the default No Split and

Constant attributes.
Task 2. Specify surfaces to draft using the loop surfaces.
1. Click Include > Loop Surfs and pick the upper face and the outer
edge as shown in Figure 9.
2. Click Include > Loop Surfs once again. This time, pick the same
face and the hexagonal shaped edge.
NOTES
First pick this face,

and then select this
edge.
Pick this face

again, and then
pick this hexagon.
Figure 9: Selecting the First and Second Draft Surfaces
3. Click Done to finish the selection of the draft.
Task 3. Specify a neutral plane to define where the draft surfaces pivot.
1. Pick the same upper surface of the part once again.
2. Click Use Neut Pln .
3. Type the draft angle as [-5].
4. Click Preview . Note that the draft on the other loop is in the
opposite direction from the loop inside the hexagonal cut.
5. Include the cylindrical boss and its hole to be part of the draft
feature you just created.

NOTES
Figure 10: Completed Draft on Boss and Hole
6. In the DRAFT dialog box, click on the Draft Srfs element and the
Define button.
7. Click Loop Surfs again.
8. Pick the top surface of the boss and then the outer edge as shown
in Figure 11.
9. Once again, click Loop Surfs .
10. Now, pick the same top face of the boss but this time pick the edge
of the hole.
Second, pick First, pick this
this face, and face, and then
then pick this pick this edge.
edge.
Figure 11: Selecting the Cylindrical Boss and Hole as Draft Surfaces
NOTES
11. Click Done and Preview .
Note
To maintain the robustness of a model, it is always good
design practice to include all features before defining the draft.

NOTES
EXERCISE 2: Creating a Rib

Task 1. Insert a rib to support the cylindrical boss before the draft
feature.
1. In the model tree, drag the Insert here icon to be before the draft.
2. Click Create > Rib > Done .
3. Eliminate the current references.
4. Create the rib sketching on DTM3 and using DTM2 as the top.
5. Sketch the section as shown in Figure 12. Specify the top of the
block and the silhouette edge of the cylinder as references.
Figure 12: Rib Section
6. Click Done from Sketcher.
7. Click Flip >Okay to flip the arrow inside the section.
8. Create the rib with a width of 10mm.
NOTES
EXERCISE 3: Creating a Sketched Hole

Task 1. Create a sketched hole and place it on the side of the cylindrical
boss.
1. Create a hole.
2. In the HOLE dialog box, click the Sketched button.
3. Sketch the section as shown in Figure 13
Figure 13: Sketched Hole Section
4. Sketch a vertical centerline and then a closed loop of lines.
5. Change the default dimensions to the correct dimensions shown in

Figure 13 and regenerate.
6. When finished, click Done to exit from Sketcher.
Task 2. Place the radial hole on the side of the cylinder.
1. Pick the front surface of the cylindrical protrusion.
2. Pick DTM3 as a dimensioning reference.

NOTES
3. Type [90] for the angle.
4. Pick the top of the cylindrical boss for the second dimensioning
reference.
Figure 14: The Finished Model
5. Type [12.5] for the distance.
6. Click OK or the green checkmark.
7. Now cancel the insert mode.
8. Save the model.
NOTES
MODULE SUMMARY
• Existing part surfaces can be deformed or changed using Draft

features.
• A Rib is a protrusion designed to create a thin web that is attached to a
part.
• A Rib is always sketched as an open section in a side view—the
system creates it symmetrically about the selected sketching plane.
• By creating Hole features using the Sketched Hole option, you can
create counter-bores and countersunk holes instead of flat-bottomed
holes.

Module

Feature regeneration failures are an inevitable side effect of
associativity and parametric modeling. In order to effectively correct
these situations Pro/ENGINEER provides the Resolve Environment.
Mastery of the fundamentals of the Resolve Environment is essential
in order to become a truly proficient user of Pro/ENGINEER.
Effective use of Resolve mode allows the user to tweak existing
features and parameters rather than recreating them to achieve the
required design intent.
Objectives
• Enumerate the various kinds of failures encountered during

regeneration.
• Enter the Resolve Environment and understand its capabilities.
• Diagnose problems.
• Perform a quick fix on a failed feature.
• Describe various approaches to changing the design of a model to
resolve its feature failures.
Page 17-1
NOTES
TYPES OF FAILURES
Failures usually occur because a feature gets changed and the effected
change conflicts with other features. These types of failures occur due to
the following reasons:
• You create new features that are unattached and have one-sided edges.
• You resume a feature that now conflicts with another (such as having
an edge round and a chamfer on the same edge).
• The feature intersection is no longer valid because dimensional
changes have moved the intersecting surfaces.
• An assembly you retrieve cannot open the required models that are
included in the assembly.
• The assembly constraints for a component are invalid.
• You have violated a relation constraint.
Entering the Resolve Environment

As soon as a regeneration failure occurs, Pro/ENGINEER brings you into
the Resolve Environment, where the following occurs:
• The File pull-down menu is unavailable and you cannot save the
model.
• The failed feature and all subsequent features remain un-regenerated.
• The current model displays only the features that have regenerated up
to the point of failure.
• Pro/ENGINEER displays an explanation of the problem in the
Message Area.
• Pro/ENGINEER displays the RESOLVE menu options in the Menu
Manager and a diagnostics window.
Using the Resolve Environment Tools

Once you have entered the Resolve Environment, you can address the
failure problem using any of the following methods:
• Undo all of the changes that you have made since the last successful
regeneration.
• Diagnose the cause of the model failure using the current (failed)
model or the backup model.
NOTES
• Attempt a quick fix of the problem using shortcuts for performing

standard operations on the failed feature only.
• Change the failed model or a backup model using standard part or
assembly functionality.
Specifying a Model
When you diagnose the problem or change the model, you can work on
the current failed model or a backup model. If you use a backup model,
Pro/ENGINEER shows all features in their pre-regenerated state, so that
you can modify or restore dimensions of the features that are not displayed
in the current model.
If you select the Regen Backup option from the Environment dialog box,
the system saves a copy of the current model to disk with the name
regen_backup_model####.prt prior to each regeneration, and removes the
file when you exit the Resolve Environment. Otherwise, it uses the last
version of the current model saved on disk prior to the failure.
Undoing Changes
Rather than attempt to resolve the problem, you can simply undo the step
that brought you into the Resolve Environment. However, this may not be
the best choice in some cases. For example, if the feature fails because of
the change that you have made, even if you undo the change, the model
itself still remains problematic. The undo approach is most appropriate in
those cases in which you either did not intend to make the change or you
want to fix the problem in the model without using the Resolve
Environment tools.
Note:
Keep in mind that the Resolve Environment tools are designed
to resolve failures in order to allow you to build more robust
models.
Diagnosing the Problem

When you use the Resolve Environment, it is always good practice to
interrogate the model to determine what has caused the model failure. The
system gives you many diagnostic tools to perform an investigation. To
interrogate the model, you can use the FAILURE DIAGNOSTICS window
to display the following information:
The Reso lve En vi ronm ent Pag e 1 7-3

NOTES
• A description of the current model and backup models.

• Information concerning the failed feature.
• Hints on resolving the problem.
Figure 1: Failure Diagnostics Window
If you need to investigate the problem further, you can use the Investigate
option to obtain the following information about the current model or the
backup model, if it exists:
• Modified dimensions.
• All modifications and changes.
• All references for the failed feature in the model.
• Invalid geometry of the failed feature.
You can then choose to roll the model back to one of the following: the
failed feature (for the backup model only), the feature just before the
failed feature, the state at the end of the last successful feature
regeneration, or a specified feature.
Performing a Quick Fix on the Failed Feature

Using the QUICK FIX menu, you can perform the following operations on
the failed feature only:
• Redefine it.
• Reroute it.
• Suppress the failed feature along with its children.
• Delete it with its children.
NOTES
Note:
When you make changes in the Resolve Environment, they can
affect the failed feature or another specified feature. If you
suppress features using the QUICK FIX menu, you should
investigate the cause of the failure before continuing with the
part design. If you do not make any corrections, you may not
be able to resume the feature later in the design.
Changing the Model

Using the FIX MODEL menu, you can change any feature or component
to solve the regeneration problem. As you change a model in the Resolve
Environment, however, consider any parent/child relationships that exist
between features and components to avoid changing the intent of the
model itself. Specifically, you can use any of the following approaches:
• Use the FEAT menu to perform feature operations on the model.

• Modify dimensions using the standard MODIFY menu.
• Regenerate the model again.
• Restore dimensions, parameters, relations, or all of these to their
values prior to the failure.
• Add, delete, or modify relations, as necessary, to regenerate the model.
• Display the PART SETUP menu to perform additional part set up
procedures.

NOTES
Goal:
The general goal of this lab is to make you comfortable with
regeneration failures and give you the skill to be able to successfully
navigate the resolve environment.
Method:
In this exercise, you add features to a part, which causes other features to
fail. You then investigate and resolve the problem in the Resolve
Environment.
EXERCISE 1: Resolving a Failure

Task 1. Use the Feature List and Regen Info options to determine how
the chamfer part was built.
1. Retrieve the chamfer part.
2. Open the feature list. Click Info > Feature List . Review the
Information Window and close it.
3. Regenerate the model in steps. Click Info > Regen Info .
4. Start from the beginning and step through the model. Click
Beginning from the START OPT menu.
5. Click Continue to regenerate feature by feature. Note that the

system regenerats the two chamfers after the two protrusions. You
will not see datum planes if you have them off.
Task 2. Pro/ENGINEER allows you to insert features into the

regeneration list before other features. Insert an edge round on the bottom
edge of the model. Add the rounds after the second (triangular) protrusion.
1. Click Feature > Insert Mode > Activate .
2. Insert after the second protrusion. Pick the second protrusion

feature of the model. Or use the click and drag. Note that the
system no longer displays the chamfers, as shown in Figure 2.
NOTES
Round these
four edges.
Insert after
this
protrusion.
Figure 2: The Resolve Model
3. Create a simple edge round. Click Feature > Create > Solid >
Round . Leave Simple the default. Then click Done from the
ROUND TYPE menu.
4. Define it as a constant edge chain round. Leave Constant and Edge

Chain the defaults; and click Done from the RND SET ATTR
menu.
5. Pick the round using a surface chain. Click Surf Chain from the
CHAIN menu.
6. Click Query Sel . Pick the bottom hidden surface, then click
Accept .
7. Pick all the highlighted edges to round. Click Select All from the
CHAIN OPT menu; then click Done from the CHAIN menu.
8. Enter a radius value. Type [2.0] followed by <ENTER>.
9. Complete the round feature. Click OK .

NOTES
10. Click Feature List from the INFO pull-down menu. Note that the
system created the round feature after the second protrusion. Also,
note the regeneration status of the two chamfers.
11. Click Close to exit the INFORMATION window.
12. Click Insert Mode > Cancel to exit insert mode. When the system
asks you if you want to resume the features that it suppressed when
activating insert mode, type [yes ].
Task 3. Pro/ENGINEER places you in the Resolve Environment

because it cannot regenerate the chamfer feature. The references for the
chamfer feature no longer exist because the system replaced them with the
round feature that you created in insert mode. Diagnose the model’s
problem.
1. Review all of the information provided in the FAILURE

DIAGNOSTICS window.
2. Click Overview and review the Resolve Feature Overview. Close

the window.
3. Click Feature Info and review the Failed Feature Info. Close the
window.
4. Click Resolve Hints and review Pro/ENGINEER’s suggestions

for resolving the problem. Close the window.
5. Click Investigate from the RESOLVE FEAT menu. Accept the

default Current Modl , and click Show Ref from the
INVESTIGATE menu.
6. Navigate through the window of the missing chamfer by clicking

on each item and showing references. When you have finished
showing the missing references, click Close .
Note:
The edge references for the chamfer appear on the screen, but
they are no longer part of the model. The round feature that
you created removed these edges. Because it regenerated prior
to the chamfer, it regenerated successfully and the chamfer
failed.
NOTES
Task 4. Resolve the failed feature by removing the failed chamfer

feature from the part model. Recall that the quick fix option for resolve
only works on the failed feature.
1. Click Quick Fix from the RESOLVE FEAT menu; then click
Delete from the QUICK FIX menu. Read the prompt. Click Yes
from the YES/NO menu to exit the Resolve Environment.
2. Again review the feature list. Click Info > Feature List . Note that
the chamfer feature is no longer part of the model. Save the model
and erase it from memory.

NOTES
MODULE SUMMARY
• It is not uncommon for models to fail due to problems in design.

• Pro/ENGINEER provides a Resolve Environment to rectify failed
features.
• Failures usually occur due to design changes in certain parts after an
extensive model has been built up.
• The Failure Diagnostics window in the Resolve Environment displays
accurate and specific information regarding particular failures.
• Rerouting, redefining, suppressing, and deleting a feature along with
its children are some of the “quick fixes” that can be performed on a
failed feature.
• A failed model can more permanently fixed by using the FIX MODEL
menu.
Module
Information Tools
Providing Pro/ENGINEER with correct information to create
complex designs is an important skill. Retrieving specific
information for model analysis and for manufacturing purposes is
another crucial skill.
While creating models, you have learned to stipulate information to
the system. In this module, you learn to retrieve information.
Objectives
• Obtain different types of information regarding features, parts, and

assemblies.
• Obtain regeneration information.
• Calculate mass properties for a model.
• Use Model Analysis options to calculate clearance and
interference.
Page 18-1
NOTES
MODEL DESIGN INFORMATION

It is good design practice to determine the way a model was built before
making any modifications and additions to it.
For this, Pro/ENGINEER provides useful tools to extract information

about individual features, regeneration, assembly components, and entire
models.
Obtaining Information about a Specific Feature

Using the Info Feature option, you can obtain information about a
particular feature in PART, ASSEMBLY, and DRAWING modes.
Obtaining Regeneration Information

Using the Regen Info option, you can step successively through the
regeneration of the part—starting from a specified feature or from the
beginning—in the current order of creation.
This option is particularly useful because it allows you to observe the

design of a part, and assists you in determining if poor design practices
were used to create it.
Accessing Information about Part Features

Using the Model option, you can access information about every feature
on a part. The system lists regenerated and suppressed features, all
coordinate systems, cross-sections, and reference dimensions in an
INFORMATION WINDOW.
Using Feature List , you can list all features in the model in their
regeneration order and obtain the feature number, feature ID, name, type,
suppression order, and regeneration status for each.
Obtaining Information about the Assembly

Using the Component option in ASSEMBLY mode, you can obtain
information about how a component was assembled, how its parent/child
relationships and parameters were formed.
NOTES
You can also use the Model option to access information about selected
assembly components. In the INFORMATION WINDOW, the system
displays the names of the components in a hierarchical structure to show
how they were assembled.
Tips & Techniques:

The system lists only the names of the objects in the
Information Window. However, if you set the configuration
file option DISPLAY_FULL_OBJECT_PATH to yes, it
displays the full pathnames of the objects, along with their
object-types and version-number suffixes.
MEASUREMENT, INTERFERENCE, AND MASS

PROPERTIES
With Pro/ENGINEER’s ANALYSIS pull-down menu you can:
• Add engineering information to a model.

• Analyze the model through measurement.
• Check interference.
• Calculate mass properties.
Calculating Mass Properties

Using the Model Analysis option, you can compute mass properties for
parts, assemblies, and cross-sections.
In a mass properties calculation, the system does not include the mass of
suppressed features or suppressed components in any assembly.
Note:
By default, mass properties do not automatically update when
you make changes to the model. You must recalculate the
mass properties to see the effect of model changes.
Info rm atio n Tool s Pag e 1 8- 3

NOTES
Calculating Clearance and Interference

Using the Model Analysis option, you can perform these checks on your
model:
• Calculate volume or interference between pairs of any combination of

subassemblies, parts, surfaces, cables, and entities
• Perform a global clearance check to find all pairs of parts or
subassemblies with clearances less than a specified clearance distance
• Perform a global interference check to find all interfering pairs of parts
or subassemblies.
NOTES
Goal
The goal of this lab is to enable you to elicit information that determines
how a part was created.
Method
In Exercise 1, you learn to use information tools to calculate measurements.
EXERCISE 1: Using Information Tools

Task 1. Interrogate the regeneration cycle of a gear part .
1. Open GEAR_COUNTERWEIGHT.PRT.
2. Click Info > Regen Info .
3. Click Beginning from the Menu Manager. Click Continue until

the first solid feature appears.
4. Click Show Dims .
5. Click Info Feat to obtain information about the feature to see how
it was created.
6. Click Close in INFORMATION WINDOW.
7. Click Continue to step through the regeneration of the part, feature

by feature.
8. Complete the regeneration.
9. Click Info > Model .
10. Scroll through the feature list in the INFORMATION WINDOW

dialog box, then close.
Task 2. Determine mass properties for the model.
1. Click Analysis > Model Analysis .

NOTES
2. Click Compute , accepting all the default options in the MODEL

ANALYSIS dialog box.
3. Click Info in the MODEL ANALYSIS dialog box. The mass

properties information displays.
4. Scroll down the INFORMATION WINDOW and close it when you

are done.
5. Close the MASS PROPERTIES dialog box.
Task 3. Measure the model.
1. Click Analysis > Measure
2. In the MEASURE dialog box, click Area from the TYPE drop-down
list.
3. Pick the front cylindrical surface.
4. The value for the surface area appears in the RESULTS area of the
dialog box.
Pick this edge to

First pick this measure the
surface to length.
calculate the
surface area.
Figure 1: Measuring Surface Area and Curve Length
Task 4. Measure the length of the gear edge feature.
1. Click Curve Length in the TYPE drop-down list.
2. Pick the gear edge as shown in Figure 1.
3. The length of the edge appears in the message area of your screen
and also in the RESULTS area of the dialog box.
NOTES
Task 5. Measure the distance between two vertices:
1. Click Distance from the TYPE drop-down list.
2. Click Vertex from the FROM drop-down list.
3. Pick the vertex as shown in Figure 2.
4. Select Vertex from the TO drop-down list
5. Pick the second vertex as shown.
6. The system measures the distance between vertices and displays it

in the message area and in the Results area of the dialog box.
7. Click Close .
Pick this
vertex first.
Pick this
vertex
second.
Figure 2: Measuring Distance
8. Save the model and close the model window.

NOTES
MODULE SUMMARY
In this module, you have learned that:
• With Pro/ENGINEER you not only provide information to the system

while building models but you can also retrieve information for
analysis or manufacturing purposes.
• In any model you can obtain information about any specific feature.
• You can access information about any specific part to learn how it was
built feature by feature using the Regen Info option
• You can calculate mass properties for parts, assemblies, and sections
using the Model Analysis option.
• In a part you can measure, among other things, distances between

vertices, length of curve edge, and surface areas.
• You can calculate interference between pairs of any combination of

subassemblies, parts, surfaces, cables, and entities to reduce the
amount of calculation time needed to perform a global interference
check among all components.
Module
Configuring Pro/ENGINEER
You can configure Pro/ENGINEER either to create a company-wide
standard or to suit your own individual needs.
This module teaches you how to modify Pro/ENGINEER ’s working
environment.
Objectives
• Locate configuration files on a network.

• Create a working session of Pro/ENGINEER that is completely
different from the default session.
• Create map keys.
• Configure the toolbar and Model Tree.
Page 19-1
NOTES
CUSTOMIZING PRO/ENGINEER
• A configuration file allows you to customize your environment.
• The file can include settings for tolerance, display formats, calculation
accuracy, the number of digits used in Sketcher, etc.
• The default name for the Pro/ENGINEER configuration file is
config.pro.
• By editing configuration files, you can set company standards for:
½ Storing formats.
½ Submitting project objects.
½ Establishing default measurement units for new parts (such as

millimeters instead of inches).
½ Establishing the location of directories that contain library items.
Configuration Files
Pro/ENGINEER can read in configuration files from several areas, as
shown in Figure 1. However, if a particular option is present in more than
one configuration file, it uses the latest value.
When starting Pro/ENGINEER, it first reads in a protected system

configuration file called CONFIG.SUP from the directory
<LOADPOINT>/TEXT (the directory from which you install
Pro/ENGINEER). These options are set; that is, other configuration files
cannot overwrite them.
This file can be used to establish customized company standards for all of
your Pro/ENGINEER users. Every entry in the CONFIG.SUP file locks out
any duplicate entries in your local CONFIG.PRO configuration files.
NOTES
Figure 1: Possible Locations of Configuration Files on a Network
Pro/ENGINEER reads in configuration files from the following directories

in this order:
• The CONFIG.PRO file in the LOADPOINT directory.

• The CONFIG.PRO file in your home directory.
• The CONFIG.PRO file in your start-up directory.
• Default values built into the software.
Note
For a complete listing of configuration file options and
defaults, refer to the Introduction to Pro/ENGINEER User’s
Guide.
Editing Configuration Files

You can edit configuration files during your working session, using the
Preferences option in the UTILITIES menu.
The following figure shows the PREFERENCES dialog box.
Co n f i g u r i n g P ro / E N G I NEE R Pag e 1 9- 3
NOTES
Figure 2 Preferences Dialog Box
Note
Configuration files are not automatically loaded after editing.
They have to be loaded by clicking Utilities > Preferences
Creating Mapkeys
• A Mapkey is a keyboard macro that you can create using the Mapkeys
option in the UTILITIES pull-down menu.
• A mapkey performs a series of picks when you type only one or two
keystrokes.
NOTES
Figure 3: Mapkeys and Record Mapkey Dialog Boxes
• The MAPKEYS dialog box lists each mapkey that is in session and
provides a description of its function.
• The RECORD MAPKEY dialog box allows you to create, modify, run,
delete, and save mapkeys to a configuration file.
CONFIGURING THE TOOLBAR

Adding Icons to Existing Toolbars
All pull-down menu options can be associated with easy-to-use toolbar
icons. To do this, you can create new icons and add them to existing
toolbars
The CUSTOMIZE dialog box includes a list of existing pull-down menu

options on the left with corresponding icons on the right. This is illustrated
in Figure 4.
As you go down the menu options on the left, you can simply drag the
associated icon of your choice onto the toolbar.
NOTES
Figure 4: Setting Toolbar Icons
Saving the Settings

• Save your changes to toolbars by using the Automatically Save To
option in the CUSTOMIZE dialog box.
• This option creates a file called CONFIG.WIN in the same directory
that the file resides in.
• This file automatically loads when Pro/ENGINEER is started the next
time.
Pull-down Menus and Mapkeys

You can create a separate pull-down menu for the Mapkeys you newly
defined. This allows the use of the mouse to select your mapkey
definitions. Quick keys, such as $F1, are of course valid still for the
mapkey.
NOTES
Tips & Techniques:

Name keystrokes so that you can easily remember what they
refer to. An example is "sd” for “Cosmetic Shade."
Associating New Icons for Mapkeys

Mapkeys have a default icon associated with them but you have the option
to change the icon. With the CUSTOMIZE dialog box open, you can
modify the displayed icon. The modifying options include the ability to:
• Delete the icon.

• Copy the icon image.
• Paste a copied icon image.
• Edit the icon image with an icon editor.
• Choose a button image from a predefined list.
• Show the text associated to the icon.
THE MODEL TREE

The Model Tree is a powerful tool to organize and manipulate active
objects.
Most importantly, the Model Tree is an information tool as well as an

interactive operations tool, complete with a configurable interface and
search engine
NOTES
Figure 5: Model Tree Display
In addition to using the MODEL TREE tool to display features, you can
also configure it to maintain predefined and customized columns that
correspond to items in the tree.
Some commonly used columns are:
• Info – provides information regarding:

½ Status (regenerated, unregenerated, failed, frozen, or suppressed);
½ Feature number
½ Feature ID, as shown in Figure 5.
½ Feature type
½ Feature name
• Layers – provides the status of layers.
• Model Params – displays new model parameters affecting the entire
model.
• Feat Params – displays new parameters affecting a feature.
NOTES
Figure 6: Model Tree Columns Dialog Box
The Model Tree Columns dialog box is available with the VIEW menu
Model Tree Setup option.
NOTES
Goal
By the end of this lab, you will be able to optimize your Pro/ENGINEER
interface to suit your day-to-day needs.
Method
In Exercise 1, you will develop a configuration file and a toolbar to
customize the Pro/ENGINEER working environment.
In Exercise 2, you will create a mapkey to help increase efficiency.
In Exercise 3, you will utilize the MODEL TREE to create and modify
geometry.
EXERCISE 1: Setting Up a Configuration File

Task 1. Create a new configuration file in the local directory and edit it.
1. Start a new Pro/ENGINEER session.
2. Open BUSHING.PRT. Shade and spin the model.
3. Click Utilities > Preferences . The system displays the

PREFERENCES editor.
NOTES
Figure 7: Editing the Configuration File
Task 2. There are hundreds of configuration settings in

Pro/ENGINEER. View some of the options, then begin altering the default
values to tailor the working environment to suit your prefences.
1. Clear the Show only options loaded from file box. All of the
options are now listed with the current value that is in effect listed
in the VALUE column.
2. In the SORT drop-down box, select By Category. All available

options are now grouped according to the area of the system they
impact.
3. In the SORT drop-down box, select Alphabetical .
4. Scroll down the list and select spin_center_display . The default

value is YES, which means the spin center will always be
displayed when Pro/ENGINEER is launched.
5. In the VALUE drop-down list, click No > Add/Change .
Co n f i g u r i n g P ro / E N G I NEE R Pag e 1 9- 1 1
NOTES
Figure 8: Selecting a Configuration File Option.
4. Check the Show only options loaded from file box. Only the
options you have changed from the default settings will be listed.
5. In the OPTION box, type: [spin_with_part_entities].
Note:
As you are typing, the system is trying to complete the option
for you. It presents the first option in the alphabetic list that
meets your criteria.
6. When the option is fully listed, press <ENTER>.
7. In the VALUE drop-down list, click YES > Add/Change . This

option is added to the list of changed settings for this session of
Pro/ENGINEER.
NOTES
Figure 9: Second Option Added
Task 3. Add additional options using a Keyword Search. Look for an

option that will prompt you to save any "unsaved" data when you exit
Pro/ENGINEER.
1. In the PREFERENCES dialog box click Find .
2. In the TYPE KEYWORD box, type: [exit].
3. Click Find Now . One option is found.
4. Scroll to the left to read the Description of the option.
5. In the CHOOSE OPTION area, select the option.
6. Notice the default value of YES in the SET VALUE box.
7. Click Add/Change .
Task 4. Repeat this process to search for an option to add more lines to
the message area of Pro/ENGINEER.
1. In the TYPE KEYWORD box, type [message].
2. Click Find Now .
3. Select visible_message_lines .
NOTES
4. Click Add/Change > Close .
5. Select visible_message_lines in the PREFERENCES dialog box and

type [5] in the VALUE box.
6. Click Apply > Close .
Task 5. Save the changes to the settings such that they will be in effect
every time Pro/ENGINEER is launched.
1. Click .
2. In the NAME box, type [config.pro].
3. Click OK > OK .
8. Click File > Exit to save the file and exit the editor.
Task 6. Verify that the changed settings are currently in effect. Some
settings will require a software restart to be active
1. Click File > Exit .
9. Start a new session of Pro/ENGINEER and open BUSHING.PRT.
10. Spin the part using the mouse. Notice that the datum planes remain
displayed during spinning. This is a result of the change to the
spin_with_part_entities option.
11. Modify a feature. Click Modify. Pick the center hole of the
bushing. Pick the 19.12 dimension, type [10.00].
12. Click Regenerate to update the geometry. Notice that the message
window has been expanded to list five lines.
13. Exit the system by clicking File > Exit > Yes . Since you modified
the bushing but did not save it, you are presented with the option to
save the model.
14. Press <ENTER> to save the part.
15. Restart Pro/ENGINEER.
NOTES
EXERCISE 2: Creating a Mapkey

Task 1. Create a mapkey that will rename a feature.
1. Open CRANK.PRT
2. Click Utilities > Mapkeys .
3. Click New in the MAPKEYS dialog box.
Task 2. Define a mapkey to develop .
1. Type [fn] as the KEY SEQUENCE.
2. Type [Feature Name] as the NAME.
3. Type [Name a feature for easy identification] for

DESCRIPTION.
4. Select Pause for keyboard input .
5. Click Record .
Task 3. Record the mapkey.
1. Click Setup > Name .
2. Pick on the hole feature in the model.
3. Type [Shaft_bore ]
4. Click the checkbox or press <ENTER>
5. Click Done .
6. Click Stop in the RECORD MAPKEYS dialog box.
7. Click OK .
8. Click Save leaving the default name CURRENT_SESSION.PRO.
9. Close the RECORD MAPKEY dialog box
NOTES
Task 4. Test your new mapkey.
1. Type [fn ].
2. Pick on the boss and type [boss ] as the new name.
3. Click Info > Feature List . You will notice the new names you
have given to the model features.
Task 5. Learn to include an icon onto your toolbar.
1. Click Utilities > Customize Screen .
2. Select the third icon from the right; then click Description .
3. Read the description, then click <ENTER>
4. Drag and place the icon next to the OPEN icon on the SAVE
toolbar, as shown below:
Figure 10 Inserting Erase Icon into the Standard Toolbar
Task 6. Customize your toolbar to include an icon for the [fn ] mapkey
you created.
1. In the CUSTOMIZE dialog box, select Mapkeys in CATEGORIES

to highlight it.
2. In the MAPKEYS area of the dialog box, click on the smiley face.
3. Click Modify Selection > Choose Button Image .
4. In the PICK MAPKEY ICON dialog box, pick
5. Now click and drag it from the dialog box onto your toolbar.
Note
The system will automatically save the changes the
CONFIG.WIN file to your working directory. You can change
the directory that the file is saved to.
NOTES
Task 7. Finish the definition of the toolbars.
1. Notice the entry at the bottom of the dialog box. Leave the option
to automatically save the file and click OK .
2. A part of your customized toolbar could look like this:
Feature Name
Figure 11:Customized Toolbar
mapkey icon
3. Erase the current testing model from memory. Click the newly
added Erase Current icon from the toolbar, then click Yes .
NOTES
EXERCISE 3: Configuring the Model Tree

Task 1. Use the MODEL TREE to modify some dimensions of a model.
1. Open the GEAR_COUNTERWEIGHT.PRT.
2. Right-click Round id 200 , then click Modify
3. Pick R5 on the model and type [4.0] as the new value.
4. Regenerate the part.
Figure 12: Model Tree as an Information Tool
Task 2. Suppress a feature from the MODEL TREE .
1. Right-click Hole id 166 in the MODEL TREE, then click

Suppress .
NOTES
2. Click OK in the WARNING dialog box to confirm.
Task 3. Show the suppressed features in the model.
1. Click View > Model Tree Setup > Item Display .. The system now
displays the suppressed features in the MODEL TREE with a black
box next to the feature icon, symbolizing that the feature is
suppressed.
2. Resume the two features. Click and right-click to resume the hole
and DTM4.
Task 4. Add columns to the model tree to customize it.
1. Click View > Model Tree Setup > Column Display .
2. Select FeatID from the NOT DISPLAYED column.
3. Click >> to move it to the DISPLAYED column.
Figure 13: Model Tree Columns Dialog Box
Task 5. Add layer status.
1. Select Layer > Layer Status from the TYPE drop-down list.
NOTES
2. Click >> to add it to the CURRENT column.
3. Click OK ; then increase the size of the MODEL TREE window so

that you can see these columns.
Task 6. Change the column format to decrease the size for feature id to
3 and layer status to 10.
1. Click View > Model Tree Setup > Column Display .
2. Select the FeatID row and type [3] as the new WIDTH value.
3. Select the Layer Status row and type [10] as the new WIDTH
value.
4. Click OK to save.
Task 7. Save the settings for the MODEL TREE to be used again at a
later date.
1. Click Utilities > Model Tree Settings > Save .
2. Use the default name so that it will be loaded automatically the

next time Pro/ENGINEER is started in this directory. Click OK .
NOTES
MODULE SUMMARY
• The Pro/ENGINEER environment is customizable.

• You should first load the CONFIG.PRO file in order to configure your
environment.
• You can create mapkeys, or macros, of frequently used series of steps
in the design process.
• New toolbars and toolbar icons can be created to associate with the
mapkeys you create.
• New pull-down menus can be created.
• The MODEL TREE can be used as an effective information tool with
many customizable columns.
Module
Modeling Philosophy
Throughout this training course, design intent is the one thread that
connects all the various techniques for creating parts, assemblies
and drawings.
Capturing design intent by various methods is the core of
Pro/ENGINEER’s modeling philosophy. This module recapitulates
some of the salient points about design intent that have been covered
thus far, while raising certain other points that need elaboration.
Objectives
• Describe the steps in recording the design criteria for a new model.
• Recapitulate the uses of Pro/ENGINEER as a parametric tool in
parent/child relationships.
• Describe the nature and uses of Relations.
• List the advantages of Pro/ENGINEER’s associativity.
• Recapitulate the ways to change design intent.
Page 20-1
NOTES
THE DESIGN INTENT

Recording Your Design Criteria
Before you commence model creation, you should record the design
criteria for the model that would include:
• Order of features • Feature form

• Base feature • Feature type
• Feature • Depth
duplication
Figure 1: Considering the Model
Using Pro/ENGINEER as a Parametric Tool

• One of the major facets of the parametric nature of Pro/ENGINEER is
the ability to generate parent/child relationships.
• You can also use Pro/ENGINEER to interrelate feature dimensions by
creating relations without creating parent/child relationships.
Creating Parent/Child Relationships

Methods
The following are some of the ways in which you can create parent/child
relationships among features:
• Specifying the sketching/placement plane.
NOTES
• Orienting the reference plane.

• Dimensioning and specifying references.
• Component constraints.
• Defining depth.
Using Relations
Relations allow you to create a relationship between features or
components in an assembly without creating a parent/child relationship in
which child features control their parents.
Note
You can document the modeling intent by commenting the
relation and changing the symbolic name.
Relations for Optimizing Design
If you have developed good parent/child relationships along with a well-

defined parametric behavior of the model, relations can elevate as well as
optimize certain design criteria.
Behavioral Modeler
With Behavioral Modeler you have the ability to perform an iterative

analysis of your design by developing a Design Study. A multitude of
objectives can be met this way. You can:
• Determine the dependency between a design specification and a model

parameter or dimension using a Sensitivity Analysis.
• Find a set of values of specified model parameters that satisfy a set of
design specific criteria using a Feasibility study.
• Find a set of values of specified parameters that optimize the design
based on some criteria while satisfying a set of design specifications
using an Optimization study.
Advantages of Pro/ENGINEER’s Associativity

Creating Assemblies
Associativity among drawings, parts, features leads to easy regeneration
while reducing the effort needed in designing complex machines.
Modeli ng Ph i losoph y Pag e 2 0-3

NOTES
Creating Skeleton Parts

You can also create parts at the assembly level, referred to as skeletons, to
capture the intent of the interrelationship between components in an
assembly. You can also use these parts to define motion in an assembly.
Figure 2: Skeleton Example
Using Engineering Notebooks

Pro/ENGINEER allows you to generate a centralized location to capture,
document, and control the design intent of a product model. Layouts and
parametric relations can be stored and retrieved as necessary
Changing Design Intent

• Redefine – Changes any of the originally defined elements in features
or defined constraints in an assembly.
• Reroute –Changes the external references that features and
components have in a model.
• Insert Mode – Changes the regeneration cycle by allowing you to
insert features or components into the regeneration cycle.
• Reorder – Changes the order of the regeneration of existing features
in a part or components in the assembly.
• Interchange Mode – Changes the design intent of an assembly by
swapping one functionally equivalent model with another.
NOTES
MODULE SUMMARY
• Pro/ENGINEER’s modeling philosophy is driven by considerations of

effectively capturing design intent.
• Pro/ENGINEER’s feature-based, parametric, and associative nature
has many advantages in achieving the desired intent.
• The capacity to introduce parametric relations while creating models is
a special feature of the software that furthers the cause of design intent
capture.
• Parent/Child Relationships in Assemblies and methods of specifying
and altering them enables changes in intent.
• Information tool, drawings, engineering notebooks, the behavioral
modeler, the ability to customize Pro/ENGINEER environment, the
Resolve Environment to solve regeneration problems—all in their own
respective ways help in the overarching goal of capturing design intent
and thus are essential components of Pro/ENGINEER's modeling
philosophy.
Modeli ng Ph i losoph y Pag e 2 0-5

Appendix
Project Laboratory
This module contains an extended project for you to do when you
finish the specific module exercises. The purpose of this project is to
allow you to work with a minimum of step by step instruction in
order to reinforce the concepts you are learning in this class.
You should work through this project at your own pace as time
permits. Feel free to discuss your progress with the instructor or
your classmates.
Objectives
• Apply the concepts you have learned in this course to actual design
projects.
Page A-1
NOTES
INTRODUCTION
Throughout the next few days you will design components for an
assembly and document them through production drawings. Try to use the
project components that you create during the course of the week to
develop the project. However, if you would like to skip portions of the
project, there are supplied models that can be used to complete sections of
the project laboratories.
In this project, you create the motor part, lower housing part, snap ring
part, and upper housing part. The models develop a blower and motor
assembly consisting of eight components.
Throughout the project, you will be working in the directory named

project and units for all parts, drawings and assemblies will be metric,
length = mm.
Snap rings
Motor
housing
Cover
Motor shaft
8SSHU
KRXVLQJ
Lower
housing
Blower
Figure 1: Completed Project
Pag e A- 2 In t r o d u c t i o n t o P ro / EN G I N E E R
NOTES
PART CREATION
SECTION 1: Creating the Motor Part
To follow the design intent of the motor part, you must build it using only
those dimensions shown in Figure 2. You create the part using extruded
sketched features, along with holes. In addition, you also use relations to
maintain the electronics support foundation (rectangular shaped
protrusion) a constant distance from the back surface of the base feature.
Figure 2: Dimensions for Motor Part
1. Create a new part named “motor”.
2. Create the first solid feature. You may want to extrude a 70.00-
diameter circle to a blind depth of 90.00.
3. Add a feature to represent the electronics support foundation. This

foundation must be rectangular, measuring 82.5 X 60.0, as shown
in Figure 3 (with the height measuring 60.00 from the center of the
motor).
P ro j e c t L ab o rat o r y Pag e A- 3
NOTES
Figure 3: Electronics Support Foundation
4. To follow the design intent, place the electronics support

foundation a distance of 7.5 away from the surface of the
cylindrical base feature. Write a relation to cause the size of the
electronics support (base feature) to change when the base feature
depth changes. Regenerate the part and test the relation by
modifying the depth dimension of the base feature. Remember to
change the dimension back to the original depth value of 90.
5. Add the 100.0-diameter front protrusion feature to the model so

that you can use it for a bolt flange.
6. Add a cut feature to the model so that you can remove material to
receive an armature. Assign it a 60.00-diameter and leave a 5.0-
wall thickness at the back of the motor, as shown in Section A-A in
Figure 2.
Tips & Techniques:

You should pay careful attention to your selection or creation
of a datum plane for the section, as well as what type of feature
you create. The 5.0 wall thickness it the key to these
selections.
7. Add a 15.0-diameter hole feature to the back of the motor to use

for the motor shaft.
8. Save the model and clear the window by erasing the part.
NOTES
SECTION 2: Creating the Lower Housing Part

According to the design intent of the lower housing part, the revolved cut
must remain a specific distance from the side surfaces of the base feature
so that the model maintains a specific wall thickness. In addition, if the
diameter dimensions of the base support changes, the support feature and
flange feature should change as well.
Figure 4: Lower Housing Part
1. Create a part named “lower_housing.”
2. Create the first solid feature. You may want to extrude a 120-
diameter semicircle to a blind depth of 80.
3. Create a flange to bolt this part to another component in an

assembly. Give the flange feature dimensions of 15 x 4.1 (see
Figure 5). (Hint: Using the power of feature-based modeling,
create the feature with an open section.)
NOTES
Figure 5: Lower Housing Flange
4. Add the base support feature to the model. Sketch the feature on
the central datum plane and extrude the feature in both directions,
as shown in Figure 6 and Figure 7.
Figure 6: Lower Housing Base Support
NOTES
Figure 7: Lower Housing Base Support Section
Note:
In this figure, the sketched centerline is aligned to the
silhouette edge of the cylindrical surface of the base feature.
5. Add a revolved cut feature to the model as shown in Figure 8.

Regardless of how the base feature changes in depth, the wall
thickness should remain 2.5.
Figure 8: Lower Housing Revolved Cut
NOTES
6. Cut away part of the front housing, as shown in Figure 9.
Figure 9: Lower Housing Cut
7. Add a 30-diameter hole feature at the rear of the housing. Refer to

Figure 4. After you have finished, save the model and erase the
part from memory.
NOTES
SECTION 3: Creating the Snap Ring Part

Since the snap ring part is an “off-the-shelf” item, it does not need a
flexible design, so you can create it with only two features.
Figure 10: Snap Ring Dimensions
1. Create a part named “snap_ring.”
2. Create a solid feature by extruding the outline of the snap ring, as

shown in Figure 11. The part has a thickness of 1.5mm
Figure 11: Snap Ring Section
NOTES
3. Add a 2-radius simple edge round as indicated. After you have

finished, save and erase the model.
Round these
edges.
Figure 12: Snap Ring Rounds
Pag e A- 1 0 I n t r o d u c t i o n t o P ro / EN G I N E E R
NOTES
SECTION 4: Creating the Upper Housing Part

According to the design intent of the upper housing part, the diameter
dimension of the base feature drives the model, and you place the
discharge on the model symmetrically back-to-front. You use a swept
feature to create a portion of the model geometry that represents the
housing, centering the sweep about the base feature. By extruding the base
feature on both sides of the sketching plane, you can avoid having to
create an additional datum plane later. To complete the housing discharge
geometry, you create a blend feature to incorporate the widening
characteristic of the discharge housing.
Figure 13: Upper Housing Dimensions
1. Create a part named “upper_housing
2. Extrude a 120-diameter semicircle to a depth of 80. Extrude on

both sides of the sketching plane so that you can use the same
sketching plane for the trajectory of the discharge housing.
3. Use a swept protrusion with the Free Ends attribute to create a

portion of the housing discharge (Figure 14). Make the trajectory
of the sweep a line and arc, giving it a distance of 81.5 from the
NOTES
end of the line to the center of the housing, and assigning a radius
of 100 to the arc. Ensure that the sweep remains attached to the
base feature at this location, regardless of the diameter of the base
feature, by aligning the endpoint of the arc to both the cylindrical
and planar surfaces of the base feature (see Figure 15). Locate the
start point of the trajectory at the end of the line (notice the
centerlines in Figure 16). Create the cross-section as a rectangle.
Trajectory
Section
Figure 14: Completed Sweep
Trajectory
Start point
Figure 15: Sweep Trajectory Section
NOTES
Section
Centerlines (provided by
system)
Figure 16: Sweep Section
4. Create a straight parallel blend to complete the discharge of the

housing. Use only two sections with a depth of 57.5 for Section 2.
Create Section 1 of the blend using the edge of the sweep. (Hint:
Use a centerline to denote symmetry in Sketcher mode).
Section 1
Section 2
NOTES
Figure 17: Blend Sections
5. Your part should look like Figure 18.
Figure 18 Blend Complete
6. Create a simple, edge chain round with a radius of 15 Your part

should look like Figure 19
NOTES
Pick this edge for the

tangent chain of the Pick this edge
40 radius for the 5
radius
Figure 19: Upper Housing Rounds
7. To improve airflow, create a simple edge round with a radius value

of 40.
8. Create another simple edge round with a radius of 5. As references,

pick the edges where the swept protrusion intersects the first solid
feature, as shown in Figure 19.
Remove two hidden surfaces

for the shell feature.
Figure 20: Shell References
NOTES
9. Create a shell feature. Remove these two surfaces as references:

the end surface of the discharge diffuser (planar surface of the
blended feature), and the bottom flat surface of the first solid
feature. Specify a value of 2.5 for the shell thickness.
10. Add a 04.1-thick bolting flange, as shown in Figure 21. Make this
feature similar to the flange on the motor part.
11. Make a 97.5-diameter cut in the front of the housing, as shown in

Figure 21.
Flange
Hole Detail
Figure 21: Upper Housing Flange and Cut
12. Make a 30-diameter hole in the back of the housing. If an axis

exists in the model, create a coaxial hole. If the model does not
have an axis, create a datum axis.
Note:
To create a datum axis choose Create , Datum , Axis , Thru
Cylinder and select the cylindrical surface of the base
protrusion. You will learn more about datum axis in a later
chapter.
NOTES
Figure 22: Upper Housing
13. Add a straight hole, as shown in Detail A in Figure 21. After you
have finished, save the model and erase it from memory.
NOTES
CREATING ASSEMBLIES AND DEVELOPING PART

MODELS
To complete the parts for these assemblies, you modify the parts, create
new features, and add relations in both Part and Assembly modes.
Although the models are not complete, you also start creating
production drawings and assemblies. As you complete this project, you
can observe the associativity between the part, assembly, and drawing
files.
Note:
You should attempt to use the models that you completed from
the previous project lab. When creating these assemblies and
production drawings, you can either use the models that you
created previously or the models that are stored in a library
which reflect the model at the end of the previous project. The
stored models are indicated in parenthesis ( ).
SECTION 1: Creating the Motor Assembly

According to the design intent of the motor assembly, you fully constrain
all part models into the assembly, placing the motor part as the first
component. In this portion of the project, you only change the motor part
in Part mode.
Figure 23: Exploded View of Completed Motor Assembly
NOTES
1. Create an assembly named “motor”.
2. Assemble the motor part you created in the previous project lab (or
beta_motor.prt) to the default assembly datum planes. After
placing it in the assembly, turn off the datum planes to make it
easier to place the remaining component.
3. Assemble the motor shaft part (beta_shaft.prt) into the assembly

(Figure 24 and Figure 25).
Figure 24: Motor Shaft Assembled into Motor
Align inside surface of

revolved cut of motor shaft
with back surface of motor.
Figure 25: Alignment References for Motor Shaft
NOTES
4. Create another snap ring groove in the shaft so that it does not slide
into the motor. Retrieve the motor shaft part (beta_shaft.prt) in a
separate window.
5. Pattern the first snap ring groove to create a second one 141.8 from
the leader, as shown in Figure 26.
Figure 26: Patterning the Groove
6. Save and close the shaft part model.
7. Open the motor assembly. Note that the snap ring groove now
appears in the shaft.
8. Assemble SNAP_RING.PRT (beta_ring.prt) into the shaft groove

(revolved cut) of motor shaft.
9. Assemble COVER.PRT to the motor part. Only create parent child

references between the motor part and the cover.
10. Create an assembly pattern to assemble the second snap ring into
the assembly using “ref pattern”
11. Turn the datum planes back on.
NOTES
Figure 27: Motor Assembly
12. Note that the patterned snap ring groove is positioned too far down
on the shaft. Modify the offset of the patterned grove and in the
motor shaft part (beta_shaft.prt). Change the distance to 127.5.
Regenerate after the modification.
NOTES
SECTION 2: Concurrent Design of the Motor

Housing
The motor housing, as well as most of the components of the assembly,
have not been completed. You can work concurrently between assemblies
and parts in Pro/ENGINEER. To prepare the motor for mounting holes,
create a set of holes in the motor to match the ones that you are going to
create in the cover.
1. Retrieve the motor part (beta_motor.prt). Add a hole at an angle

using radial placement. When prompted for the dimensioning
scheme, use a radial dimension.
2. Create a radial pattern using three instances. When you have

finished, save the model and close the window.
Create this
hole first
Figure 28: Radial Pattern of Holes in the Motor
NOTES
SECTION 3: Creating the Blower Assembly

According to the design intent of this assembly, you use the lower housing
as the base component and assemble everything to it. As you place
components into the assembly, several features are going to be missing.
Create these features using the Modify in Assembly mode.
1. Create an assembly named “blower.
2. Assemble lower_housing.prt (beta_lower.prt) to the three default

assembly datum planes.
3. The lower housing was created without any holes in the mounting
flange. Modifying the part at assembly level, create the hole in
lower housing and pattern it in Assembly mode. Create a straight
hole on the flange with the dimensioning scheme shown in Figure
29.
Note:
Do not exit the FEATURE menu after creating the hole. In the
next task, you use Pattern from the same menu.
Figure 29: Hole Dimension
NOTES
4. Pattern the hole for a total of four (4) instances including the
original. If you exited the FEATURE menu, choose Modify, Mod
Part . Select the lower housing; then choose Feature .
Note:
Do not exit the FEATURE menu after creating the pattern. In
the next task, you use Copy from the same menu.
5. According to the design intent, you should mirror the flange along
with the pattern of holes to the other side of the model (as shown in
Figure 30).
Mirror Offset from this
plane surface for the
blower .
Figure 30: Mirror References Mirror protrusion

and holes
6. Assemble the blower that part you completed in the “Patterns and
Feature Copying” lesson. (If you did not finish the model, use the
part called beta_blower in the current directory.) Use a mate offset
command with an offset value of 1 to place it with respect to the
back of the lower housing. Exit the part modification menus.
7. View the obvious interference between lower housing and blower

by shading the model. Change the dimension for the blower fins
from 73.5 to 65.0 and regenerate the part.
Note:
In another project lab you will center the blower model inside
the housing via a relation.
NOTES
8. Assemble the upper housing part (beta_upper.prt) to the lower

housing. Fully constrain the component by mating the flange
surfaces, aligning the central axis, and aligning the front faces on
both components.
9. The upper housing does not have a pattern of mounting holes on

the flange. Open the part so that you can make the changes in Part
mode in a subwindow.
10. Create the four holes by patterning them with an increment of 20.
11. Use Copy , Mirror to create the bolt flange and holes on the other
side of the base feature.
Mirror protrusion
and holes.
Figure 31: Upper Housing Copy Command
12. Save the part file and close the subwindow. Activate the assembly
window. Note that the assembly now reflects the changes that you
made in Part mode. Save the assembly and erase the window.
NOTES
SECTION 4: Creating the Motor Part Drawing

Although you have not completely finished the motor part, you now begin
creating the production drawings. In the drawing, the views and
dimensions update with changes to the part model regardless of whether
you made the changes in Part, Assembly, or Drawing mode. In this portion
of the project, you set up the drawing views only; you do the detailing
later.
1. Create a drawing named “motor.” Use a C-size sheet and associate

motor.prt (beta_motor.prt) with the drawing.
FOURTH VIEW
FIFTH VIEW
SIXTH VIEW
6(&21'9,(: FIRST VIEW THIRD VIEW

Figure 32: Placement of Views for Motor Drawing
2. Add the first general view. Orient it to a side view of the motor
model using the default datum planes. Use No Scale to allow
Pro/ENGINEER to determine the scale of the drawing.
3. Add the front projected view, labeled as the second view in Figure
32.
4. Add the back projected view, labeled as the third view in Figure
32.
NOTES
5. Add the top projected view, labeled as the fourth view in Figure
32.
6. Add the cross-section view, labeled as the fifth view in Figure

232..
7. Add sixth view as a general view with a scale of 0.75.
8. Change the display mode of the views. For the first, third, and fifth
views, change the display mode to Hidden line , Tan Phantom .
9. Change the display mode of the remaining views to No Hidden ,

No Disp Tan .
Note:
Once you set a view using Display Mode , it remains at that
setting even if you change the Environment setting.
10. Save the drawing.
11. Create a drawing named “motor_asm.drw.” Use a C-size sheet and

associate the MOTOR.ASM model to the drawing using the dialog
box.
FOURTH VIEW
SECOND VIEW FIRST VIEW THIRD VIEW
Figure 33: Placement of Views for the Motor Assembly Drawing
NOTES
12. Place the first general view. Choose No Scale .
13. Place the second projection view.
14. Place the third projection view.
15. Place the fourth projection view.
16. Change the display mode of all of the views to No Hidden , No

Disp Tan . When you have finished, save the model and erase all.
NOTES
MODEL INTERROGATION
For this project, you continue developing the models according to the
design intent by adding more features to the parts, analyzing mass
properties for individual parts and whole assemblies, and investigating
interference between components. In addition, you write relations to
prevent interference between components. After accomplishing these
tasks, you then place the blower subassembly into the motor assembly.
The cover part is incomplete. According to the design intent, you must
create tabs to mount the cover to the motor part, and add cooling slots to
the top of the cover, as shown in Figure 34.
Figure 34: Cover Modifications
NOTES
SECTION 1: Designing the Cover Part

1. Open the cover part.
Figure 35: Cover Part
2. To make it easier to create the slotted cuts representing cooling

slots, suppress the protrusion, hole, and round on top of the base
feature.
3. Add the first slot, as shown in Detail C of Figure 34.
4. Pattern the slot for a total of seven (7) instances, including the
original.
5. Resume the suppressed features.
6. Note that in Figure 36, the system removed the underside of the
small cylindrical boss when you added the cooling fins. The
second protrusion was originally sketched on the inside of the base
feature. Reorder the cut and pattern after the first protrusion, and
note the difference on the model.
Material is
removed due to
feature order.
Figure 36: X-Section of Cover Before Reorder
NOTES
Reorder leaves
material in place.
Figure 37: X-Section of Cover after Reorder
7. Add a protrusion that you can pattern rotationally. For the

horizontal or vertical reference plane, use an internal datum at an
angle. You can then use the associated angle to pattern later.
Sketch the open section shown in Figure 38. Extrude to a depth of
5.0.
Open section
NOTES
Angle from Make

Datum
Cylindrical
surface for axis
Figure 38: Rotational Pattern
8. Pattern the leader tab, incrementing the angle by 120 degrees.

Make a total of three instances, including the original.
9. Create a datum axis through the cylindrical surface of the leader

tab.
10. Reference pattern the datum axis.
11. Create a co-axial straight hole on the leader tab. Make the diameter
7.5.
Figure 39: Cover Before Reference Pattern of Holes
12. Reference pattern the straight hole. When you have finished, save
the model.
NOTES
SECTION 2: Completing the Motor Part

You have now determined the final design of the base support for the
motor part. In this section of the project, you create a support foundation
on the cylindrical base feature.
Figure 40: Changes to the Motor Part
1. Open the motor part (gamma_motor.prt).
2. Suppress all features, except for the first solid protrusion and the
default datum planes.
3. Add a feature for the motor foundation, as shown in Figure 41.

(Hint: Use a section that will not fill the central hole when it is
resumed. An open section will also work.)
NOTES
Figure 41: Motor Foundation
4. Resume all suppressed features.
5. Create a cut on the side of the electronics foundation, as shown in

Detail A of Figure 40. Pattern the cut to include four (4) instances,
including the original.
Figure 42: Side Cut
6. Mirror the patterned cut features that are on the side of the
electronics foundation to the other side. After you have finished,
save the model and erase all.
NOTES
SECTION: 3: Completing the Blower Assembly

To finish the assembly, you measure interference and create an assembly
relation to prevent the blower part from interfering with the other
components. In addition, you also create a Bill of Materials (BOM) and
calculate the mass properties of the components in the assembly.
1. Retrieve BLOWER.ASM. (gamma_blower.asm)
2. Change the height of the blower parts (gamma_blower.prt) blade

from 65 depth to 73.5. Regenerate the assembly.
3. Measure the interference between the members of the blower

assembly. Use the Model Analysis… option in the Analysis pull-
down menu. Select Global Interference from the Type drop-down
list in the dialog box. Choose the defaults shown in Figure 43.
Toggle the results of the models by clicking on the arrows in the
dialog box.
Toggle
between
Figure 43: Modal Analysis Dialog Box
4. Explode the assembly model so that you can see inside the model.
Click Modify, Mod Explode to change the position of the blower
using a normal plane, as shown in Figure 44.
NOTES
Select this
surface to
define the
Select these
two surfaces
Figure 44: Exploding the Assembly
5. Determine the distance that can be used for the blower. Measure
the distance from the back inside surface of the blower to the front
inside surface of the blower using Analysis , Measure , Distance
and selecting the surfaces shown in Figure 44. Remember the
distance value.
6. Modify the blade height again on the blower so it will fit within the
lower housing of the model. Change the blade length to be distance
you just measured minus the thickness of the top and base of the
blower and a clearance. At the current values the distance is equal
to 75 – (5 + 2.5 + 5) or 62.5.
7. Develop a relation that drives the blower to always be centered

within the lower housing by driving the offset value. Use the
parameters shown in Figure 45.
NOTES
BLOWER PART LOWER_HOUSING PART
Figure 45: Symbolic Dimensions for Assembly Relations
8. Note that the lower housing part does not have any dimensions that
control the inside dimension of the interior opening. According to
the design intent, you must control the wall thickness. This intent
was captured by driving the revolved cut off the dimension of 2.5
(shown as d8:0, d10:0, and d9:0 in Figure 45) from all the edges of
the surface of the model.
9. Create a number parameter in the lower housing part. Open the

lower housing (or the gamma_lower.prt) part in a subwindow.
Choose Relations and pick the revolved cut and base protrusion to
show their symbolic dimensions.
10. Write a relation that is equal to the length of the cut (cut_length =
d1 – (d8+ d10)). Remember to use symbolic dimensions. Enter the
parameter name in the relation to automatically create a number
parameter in the model.
11. Save lower_housing.prt (or the gamma_lower.prt) and close the

window. Activate the assembly window again.
NOTES
12. Create another parameter in the blower model that represents the
overall height of the blower including the base, blade and top.
Open the blower part (or gamma_blower.prt) in another window.
Add the following relation, height = d1+d9+d18, to automatically
create the parameter height.
13. Save the blower and close the window.
14. Drive the offset of the blower model within the lower housing so
that they are equally offset. Enter a relation similar to d0:1 =
(cut_length:0 - height:2)/2.
15. Regenerate the model. Check the message area to see if the system
displayed a warning; you may have to regenerate twice, depending
on the order in which you added the relations. (Hint: Use Sort
Rels .)
16. Click Analysis > Model Analysis to calculate the mass properties
of the assembly. Add the density values of your choice to the
components. (example 7.63e-9 tonne/mm3 for steel)
17. Use the Info menu to create a BOM. When you have finished, save
the model.
NOTES
SECTION 4: Finishing the Motor Assembly

In this portion of the project, you finish the motor assembly by
constraining the blower assembly into the motor assembly. You also
examine the difference between blanking layers in an assembly and
suppressing components using the Model Tree tool. While suppressing
components, the system places you into the Resolve Environment because
component references are missing.
1. Retrieve the motor.asm. (gamma_motor.asm)
2. Redefine the component constraints of the cover so that the mount

holes align with the motor holes. Add an alignment constraint. Pick
the axis on the first hole of the tabs on the cover, and the
appropriate axis on the motor.
3. Assemble the BLOWER.ASM (gamma_blower.asm) subassembly

into the MOTOR.ASM (or gamma_motor.asm) subassembly. Use
your own discretion when choosing the constraints.
4. Change the column display of Model Tree show Status and

FeatID . List suppressed components by choosing Show from the
Tree pull-down menu and Suppress .
Figure 46: Model Tree for Motor Assembly
5. Create a layer at the top-level assembly called “base_comp.”
NOTES
6. Set all of the components (not the sub-assemblies) of the motor

part to the BASE_COMP layer.
7. Blank the BASE_COMP layer, as shown in Figure 47.
Select the BASE_COMP

layer.
Select the
Blank icon.
Repaint
Figure 47: Set Display Dialog Box
Note:
Note that the motor part is no longer visible in the working
window, but it is still listed in the Model Tree with the status
of Regenerated .
8. Unblank the BASE_COMP layer.
9. Suppress the motor component.
Note:
Pro/ENGINEER prompts you to select an option for the child
components. However, you cannot reroute or redefine them
because they all reference the base component of the assembly.
10. Suspend all child components.
NOTES
Note:
Suspend is a temporary action; it only suspends components in
place until the next regeneration, which in this situation occurs
as soon as you choose Done/Return . This action causes the
assembly to fail.
11. The system places you into the Resolve Environment because the
child components have missing references. To exit the Resolve
Environment, select Quick Fix and Freeze for all of the
components. As soon as the system freezes one component,
another component causes you to remain in the Resolve
Environment because it is also missing references.
12. Once you have exited the Resolve Environment, review the
suppressed, frozen, and regenerated components listed in the
Status column of the Model Tree.
13. Resume the motor part. Note that all frozen components
automatically update in the Model Tree. Save the model and erase
all components.
NOTES
FINISHING PARTS, ASSEMBLIES, AND DRAWINGS

Now you bring everything together by completing the parts, assemblies,
and drawings that you have been developing throughout this training
course. After documenting the motor part and motor assembly in
production drawings, you examine the associativity between all three
modes of Pro/ENGINEER.
Front
flange
Figure 48: Changes to Motor Part
SECTION 1: Developing the Motor Part

According to the design intent, you increase the width of the front flange
of the motor part and change the holes in the flange. You make these
changes in Part mode.
1. Retrieve motor.prt (or delta_motor.prt).
2. Change the thickness of the front flange to 15.
3. Delete the three holes on the front flange.
4. Create three sketched holes using a radial placement. The sketched

section is detailed in Figure 49.
NOTES
Figure 49: Sketched Hole Section
Figure 50: The Completed Holes
5. Save the model and close the window.
NOTES
SECTION 2: Finishing the Lower Housing

According to the design intent, you strengthen the cylindrical wall of the
base feature by creating some ribs with draft features attached to them.
1. Retrieve LOWER_HOUSING.PRT (or delta_lower.prt). Build a

rib between the cylindrical base feature and the foundation base.
See Figure 51 below for dimensions, and use Make Datum to
create an offset datum as the sketching plane taking care of the
offset direction.
Single sketched
line
Datum offset
dimension
Figure 51: Rib Dimensions
2. Extract the body of the part from a mold. Create a draft feature on
the two parallel sides of the rib. Accept the default attributes of
Neutral Plane , No Split , and Constant . Create a neutral plane
through the top edge of the rib, parallel to the base surfaces. Use
the neutral plane as the reference plane. Enter [ -10] as the draft
angle.
NOTES
Draft surfaces
Figure 52: References for Draft Feature (surfaces meshed for clarity)
3. Copy the rib and draft features to create two supports. Use Move
and select the attribute of Dependent . Translate the features with
reference to the front of the model by a distance of 3.00
4. Mirror the ribs and draft features to the other side of the part. If the
mirroring operation fails because you cannot construct the
geometry, redefine the draft angle to -10 degrees. After you have
finished this task, save the model.
Mirror plane
Copy these ribs

with the draft.
Figure 53: References for Copy of Rib and Draft Features
NOTES
SECTION 3: Finishing the Drawing

To finish the assembly and part drawings of the motor part, you must
detail them. In the part drawing, all of the dimensions are feature
dimensions. In the assembly drawing, most of the dimensions exist at the
component level; the only assembly dimensions are those that you use for
offset constraints. Because the assembly dimensions assist in describing
the part, they were created in Drawing mode. After detailing the motor
drawing, you modify the feature dimensions to show the full associativity
of all of the models.
1. Retrieve MOTORASM.DRW (or delta_motor_asm.drw).
2. The system automatically places you into the Resolve

Environment. Read the prompt in the resolve window. The system
cannot place the cover because you deleted the holes from the
motor part earlier.
3. Use the Quick Fix option to redefine the placement constraints.

Change the missing reference for the assembly to the axis of the
sketched hole that you created earlier.
4. Detail the drawing as shown in Figure 54, and add the ISO view in
the corner. Keep in mind that most of the dimensions were created
in Drawing mode. After you have finished the task, save the
drawing and close the window.
Figure 54: Assembly Drawing.
NOTES
5. Retrieve motor.drw file (or delta_motordrw.drw if you did not

complete the motor part or drawing from the previous project lab).
Notice how the features you added to the motor part have
automatically been added to the drawing.
Figure 55: The Original Motor Drawing
6. Add additional views, change the default scale to .7, and move the
additional views to an added sheet on the drawing. Detail the
drawing according to Figure 56 and Figure 57. When you have
finished, save the model.
Figure 56: Sheet 1 of the Motor Drawing
NOTES
Figure 57: Sheet 2 of the Motor Drawing
7. Notice that the axis circle does not appear around the patterned
holes on the flange. Change the setup file in the drawing so that
radial_pattern_axis_circle is set to YES; then show the axis of
the patterned holes.
Figure 58: Pattern Axis Circle
NOTES
8. Modify the dimensions of the motor part (delta_motor.prt)

foundation in the drawing so that its depth is 7.5. Regenerate the
model. Retrieve the motor part into session and examine the
changes to the part.
Copy this protrusion

translated from this Figure 59: The Modified Base
surface
9. Create a dependant copy of the base using the move option

translated 60 units from the surface, as shown in Figure 59. Add
another protrusion to cap of the base with the dimensions shown in
Figure 60.
Figure 60: The Completed Base
NOTES
10. Retrieve the motor assembly (or the delta_motor.asm) and examine
the changes to the assembly. Finally, retrieve motor drawing and
notice how the changes are reflected. Save the drawing, assembly,
and parts by saving the assembly drawing. Erase the models from
memory and exit from Pro/ENGINEER.
Appendix
Using PTC.Help
PTC is continuing its commitment to provide integral
internet/intranet enhancements through the i-series of software
products, including the innovative changes in this release of PTC
Help.
Objectives
• Start the PTC Help system.

• Obtain help while performing a task.
Page B-1
NOTES
PTC HELP OVERVIEW

PTC Help is integrated with fully functional, highly flexible CAD/CAM
and Data Management software available from PTC. It is easy to locate a
desired topic. PTC Help can be installed on a Web server, allowing Web
clients to access PTC Help without having direct mounts to file server
machines, thus reducing network traffic and enabling a LAN/WAN
configuration.
PTC Help Features

PTC Help offers:
• A new help system with an integrated table of contents, index, and

search capabilities
• Full certification of Internet Explorer 4.0 and Netscape 4.06
• Web server installation capabilities
• Full context-sensitive help, allowing access to PTC Help with a click
of the mouse
• Expanded context-sensitive help in dialog boxes
Also, please visit the PTC Technical Support Online Knowledge
Database , which features thousands of Suggested Techniques. For more
information, see the Technical Support Appendix.
USING THE PRO/ENGINEER HELP SYSTEM

The Pro/ENGINEER Help System (also called PTC Help) provides you
with help topics that give you the information you need while you work.
You can get Help on your current task when you are working in a dialog
box or with a menu by using one of the following three procedures.
To Get Help on Tasks in a Dialog Box

1. Click on the right end of the main Pro/ENGINEER toolbar.
2. Click anywhere inside the dialog box. A navigational topic opens

in a Help window. The navigational topic contains a list of links to
Help topics about tasks that you perform in the dialog box.
Pag e B- 2 In t r o d u c t i o n t o P ro / EN G I N E E R
NOTES
3. Click the topic you want to read.
4. Click Back on the browser toolbar to return to the navigational

topic and choose another topic.
To Get Help on Commands on the Pro/ENGINEER Menu Bar
1. Click on the right end of the main Pro/ENGINEER toolbar.
2. Click a menu command. A navigational topic opens in a Help

window. The navigational topic contains a list of links to Help
topics about that command.
3. Click the topic you want to read.

To Get Help on Commands on Vertical Menus
1. Click a menu command with the right mouse button and hold the
button down until the GetHelp window appears.
2. Point to GetHelp and then release the mouse button. A

navigational topic opens in a Help window. The navigational topic
contains a list of links to Help topics about the command.
GETTING HELP THROUGH THE PTC HELP SIDEBAR

With the PTC Help Sidebar, you can browse the Contents or Index of the
PTC Help System and get help anytime you are using Pro/ENGINEER.
1. On the Pro/ENGINEER menu bar, click Help > Pro/E Help

System to display the Help home page (Figure 1).
Figure 1 Staring PTC Help
Usin g PT C. Help Pag e B- 3

NOTES
2. Click Contents to browse Help topics by functional area, Index to

view Help keywords for a specific domain, or Search to find
topics in both the Contents and the Index that match a word or
phrase.
PTC HELP MODULE LIST

There are four main branches in the PTC Help table of contents:
Welcome, Pro/ENGINEER Foundation, Using Foundation Modules, and
Using Additional Modules.
Consult the following list to find a particular module in the table of

contents:
• Associative Topology Bus-CADDS 5 Using Foundation Modules

• Associative Topology Bus-ICEM Using Foundation Modules
• Basic Assembly Using Foundation Modules
• Behavioral Modeler Using Additional Modules, Behavioral Modeling
Extension
• Configuration File Options Pro/ENGINEER Foundation
• Core Pro/ENGINEER Foundation
• Design Animation Using Additional Modules, Behavioral Modeling
Extension
• Expert Machinist Using Additional Modules, Machining
• Import Data Doctor Using Foundation Modules
• Mechanism Design Using Additional Modules, Behavioral Modeling
Extension
• Part Modeling Pro/ENGINEER Foundation
• Pro/ASSEMBLY Using Additional Modules, Advanced
Pro/ASSEMBLY Extension
• Pro/CABLING Using Additional Modules, Routed Options
• Pro/CASTING Using Additional Modules, Tooling
• Pro/CMM Using Additional Modules, Computer Aided Verification
• Pro/COMPOSITE Using Additional Modules, Advanced Surface
Extension
• Pro/DETAIL Using Foundation Modules
Pag e B- 4 In t r o d u c t i o n t o P ro / EN G I N E E R
NOTES
• Pro/DIAGRAM Using Additional Modules, Routed Options

• Pro/DIEFACE Using Additional Modules, Tooling
• Pro/ECAD Using Foundation Modules
• Pro/HARNESS-MFG Using Additional Modules, Routed Options
• Pro/INTERFACE Using Foundation Modules
• Pro/LEGACY Using Foundation Modules
• Pro/MOLDESIGN Using Additional Modules, Tooling
• Pro/NC Using Additional Modules, Machining
• Pro/NC-SHEETMETAL Using Additional Modules, Machining
• Pro/PHOTORENDER Using Foundation Modules
• Pro/PIPING Using Additional Modules, Routed Options
• Pro/PROCESS for ASSEMBLIES Using Additional Modules,
Advanced Pro/ASSEMBLY Extension
• Pro/PROCESS for MFG Using Additional Modules, Machining
• Pro/PROGRAM Using Foundation Modules
• Pro/REPORT Using Foundation Modules
• Pro/REVIEW Using Foundation Modules
• Pro/SCAN-TOOLS Using Additional Modules, Advanced Surface
Extension
• Pro/SHEETMETAL Design Using Foundation Modules
• Pro/SURFACE Using Additional Modules, Advanced Surface
Extension
• Pro/VERIFY Using Additional Modules, Computer Aided Verification
• Pro/WELDING Using Foundation Modules
• Sketcher Pro/ENGINEER Foundation
Usin g PT C. Help Pag e B- 5

Appendix
PTC Global Services: Technical Support

PTC Global Services is committed to making the best possible
resources available for customers. In addition to our telephone-
based Technical Support, we also have Internet-based offerings that
are designed to fit a customer’s individual needs, leveraging the
Internet to provide availability on a 24 x 7 basis.
PTC Global Services is committed to continually improving service
to our customers. Through continuous improvement and our Quality
Monitoring program, we have demonstrated our commitment to
service by achieving Global ISO 9000 Certification for our Technical
Support offerings. We strongly believe that our commitment to
support is unmatched in the industry.
Objectives
• Open a Technical Support Call.

• Register for on-line Technical Support.
• Navigate the Knowledge Base.
• Locate contact numbers for support and services.
Page C-1
NOTES
FINDING THE TECHNICAL SUPPORT PAGE

Choose Support from the PTC Home Page http://www.ptc.com or go
directly to http://www.ptc.com/support/support.htm.
OPENING A TECHNICAL SUPPORT CALL

Opening a call via email
PTC Customers
Send email to cs_ptc@ptc.com with copen as the subject of the email.
Please use the following format (or download the template from
http://www.ptc.com/cs/doc/copen.htm):
FNAME: FirstName
LNAME: LastName
CALLCENTER: U.S., Germany, France, U.K., Singapore, or
Tokyo
PHONE: NNN NNN-NNNN x-NNNN
CONFIG_ID: NNNNNN
PRODUCT: X
MODULE: XX
PRIORITY: X
DESC_BEGIN:
description starts
description continues
description ends
DESC_END
Rand Customers
To open calls by email with RAND, send your questions to
tech.support@rand.com.
Pag e C- 2 In t r o d u c t i o n t o P ro / EN G I N E E R
NOTES
Opening a Call via Telephone

PTC Customers
Call us directly by phone (refer to the Contact Information page for your
Local Technical Support Center).
The Technical Support Engineer will ask you for the following
information to log a call:
• PTC Software Configuration ID

• Your name and telephone number
• PTC Product (module) name
• Priority of the issue
Opening Calls on the PTC Web Site

You can use the PTC Web site www.ptc.com/support to open Technical
Support calls 24 hours a day, 7 days a week, by using the Pro/CALL
LOGGER
This application provides easy to follow instructions and returns a call

number immediately upon submission of all information. To open calls
through the Web with RAND, visit the Rand Customer Service Web site
at www.rand.com/cust_serv.
Sending Data to Technical Support

If you want to send data to Technical Support please follow the
instructions on the external PTC Web site
http://www.ptc.com/support/cs_guide/additional.htm.
When the call is resolved your data will be deleted by the Technical
Support Engineer and will not be divulged to any third party vendors
under any circumstances.
For secure data you can request a Non-Disclosure agreement template

from the Technical Support Engineer.
PT C Globa l Se rvic es: T echn ica l Suppo rt Pag e C- 3

NOTES
CALL / SPR FLOW CHART AND PRIORITIES
Call
Customer question
Telephone Call Web Call
Tech SupportEngineer Call is automatically created

creates a call in the database in the database
Investigation Call Back and Investigation
Support Engineer
solves issue or
reports it
to Development (SPR)
SPR
Software Performance Report
SPR fixed from Development
Software Performance Report (SPR)
SPR Verification through Tech. Support Engineer
Update CD to customer
Figure 1: Call / SPR Flow Chart
Call Priorities:
• Extremely Critical – Work stopped
• Critical – Work severely impacted
• Urgent – Work impacted
• Not Critical
• General Information
NOTES
Software Performance Report Priorities

• Top Priority – Highly critical software issue that is causing a work
stoppage.
• High – Critical software issue that affects immediate work and a
practical alternative technique is not available.
• Medium – Software issue that does not affect immediate work or a
practical alternative technique is available.
REGISTERING FOR ON-LINE SUPPORT

Go to www.ptc.com/support and click Sign-up Online , to open the
registration form and enter your Configuration ID.
To find the Configuration ID in Pro/ENGINEER, click Help > About

Pro/ENGINEER , for example.
Complete the information needed to identify yourself as a user with your

personal details.
Figure 2: On Line Support Registration
Please write down your username and password for future reference.

NOTES
ONLINE SERVICES
After you have registered you will have full access to all Online Tools.
Figure 3: On line Service Options
You can search our Knowledge Base using a Search-Engine. Our Online
Support Applications controls the status of Calls (Call Tracker) and SPRs
(SPR Tracker) and adds comments to these. If you add a comment, the
Technical Support Engineer assigned to your call will be notified
automatically.
Additionally, contact information such as the customer feedback line and

electronic order of software and manuals are available.
The Software Update Tool allows you to request the newest software
updates for any PTC product.
FINDING SOLUTIONS IN THE KNOWLEDGE BASE

The Technical Support Knowledge Base contains over 18.000 documents,
which are updated by our engineers. Technical Application Notes TAN,
Technical Point of Interest TPI, Frequently Asked Questions FAQs and
Suggested Techniques offer up-to-date information about all relevant
software areas. Limit the search by entering the PTC product/module and
the search string. All FAQs and Suggested Techniques are translated in
French and German.
NOTES
Figure 4: Searching the Knowledge Database
Definitions:
TAN – Technical Application Note provides information about SPRs that
may affect more than just the customer originally reporting an issue.
TANs also may provide alternative techniques to allow a user to continue
working.
TPI – Technical Point of Interest provides additional technical information

about a software product. TPIs are created by Technical Support to
document the resolution of common issues reported in actual customer
calls. TPIs are similar to TANs, but do not reference an SPR.
Suggested Techniques – Provides step-by-step instructions including

screen snapshots, on how to use PTC software to complete common tasks.
FAQ – Frequently Asked Questions provides answers to many of the most

commonly asked questions compiled from the PTC Technical Support
database.

NOTES
GETTING UP-TO-DATE INFORMATION

To subscribe to our email service the Knowledge Base Monitor, go to
www.ptc.com/support.
1. Click Technical Support > Online Support Applications >

Knowledge Base Monitor .
2. Select the PTC product/module for which you want to get

information.
3. You will then receive a daily email with update information; this
can help you by upgrading to a new PTC product or to a new
release.
Figure 5: Knowledge Base Monitor Sign Up
CONTACT INFORMATION
Internet
Rand Customers
Rand Worldwide customers can visit the following Web site for phone
numbers:
http://rock.rand.com/webtracker/CustomerServicesWorldwide.htm
NOTES
PTC Customers
PTC Technical Support Worldwide Electronic Services
These services are available seven days a week, 24 hours a day.
URL:
• http://www.ptc.com/support/index.htm (Support)
• http://www.ptc.com/company/contacts/edserv.htm (Education)
E-mail:
• cs_ptc@ptc.com (for opening calls and sending data)

• cs-webmaster@ptc.com (for comments/suggestions on CS Web
site)
FTP:
• ftp.ptc.com
Technical Support Customer Feedback Line

The Customer Feedback Line is intended for general customer service
concerns that are not technical product issues.
E-mail:
• cs-feedback@ptc.com
Phone: Numbers are listed at:
• http://www.ptc.com/cs/doc/feedback_nums.htm
Telephone
For assistance with technical issues, contact the Electronic Services noted
in the previous section, or the Technical Support line as listed in the Phone
and Fax Information sections below.
PTC has nine integrated Technical Support Call Centers in North

America, Europe, and Asia. Our worldwide coverage ensures telephone
access to Technical Support for customers in all time zones and in local
languages.

NOTES
North America Phone Information

Customer Services (including Technical Support, License Management,
and Documentation Requests):
Within the U.S.:
• 800-477-6435
Outside the U.S.:
• 781-894-5332
• 781-894-5513
Maintenance:
• 888-782-3774
Education:
• 888-782-3773
EUROPE Phone Information

Technical Support Phone Numbers:
Austria 0800 29 7542

Belgium 0800-15-241 (French support)
0800-72567 (Dutch support)
Denmark 8001-5593
Finland 0800-117092
France 0800-14-19-52
Germany 0180-2245132
49-89-32106-111 (for Pro/MECHANICA® outside of
Germany)
Ireland 1-800-409-1622
Israel 1-800-945-42-95 (All languages including Hebrew)
177-150-21-34 (English only)
Italy 800-79-05-33
Luxembourg 0800-23-50
Pag e C- 1 0 I n t r o d u c t i o n t o P ro / EN G I N E E R
NOTES
Netherlands 0800022-4519
Norway 8001-1872
Portugal 05-05-33-73-69
South Africa 0800-991068
Spain 900-95-33-39
Sweden 020-791484
Switzerland 0800-55-38-33 (French support)
0800-83-75-58 (Italian support)
0800-552428 (German support)
United Kingdom 0800-318677
License Management Phone Numbers:
Belgium 0800-75376
Denmark 8001-5593
Finland 0800-117-092
France 0800-14-19-52
Germany 49 (0) 89-32106-0
Ireland 1800-409-1622
Italy 39 (0) 39-65651
Netherlands 0800-022-0543
Norway 8001-1872
Portugal 05-05-33-73-69
Russia/Eastern Europe 44 1252 817 078
Spain 900-95-33-39
Sweden 020-791484
Switzerland 41 (0) 1-8-24-34-44
United Kingdom 0800-31-8677
Education Services Phone Numbers:
Benelux 31-73-644-2705
France 33-1-69-33-65-50
Germany 49 (0) 89-32106-325
Italy 39-039-65-65-652 39-039-6565-1

NOTES
Spain/Portugal 34-91-452-01-00
Sweden 46-8-590-956-00 (Malmo)
46-8-590-956-46 (Upplands Vasby)
Switzerland 41 (0) 1-820-00-80
United Kingdom 44-0800-212-565 (toll free within UK)
44-1252-817-140
Asia and Pacific Rim Phone Information

Technical Support Phone Numbers:
Australia 1800-553-565
China* 10800-650-8185 (international toll free)
108-657 (manual toll free)
Hong Kong 800-933309
India* 000-6517
Indonesia 001-803-65-7250
97-2-48-55-00-35
Japan 0120-20-9023
Malaysia 1-800-80-1026
New Zealand 0800-44-4376
Philippines 1800-1-651-0176
Singapore 65-830-9899
South Korea 00798-65-1-7078 (international toll free)
080-3469-001 (domestic toll free)
Taiwan 0080-65-1256 (international toll free)
080-013069 (domestic toll free)
Thailand 001-800-65-6213
*Note: Callers dialing from India or China must provide the operator with
the respective string:
China MTF8309729
India MTF8309752
The operator will then connect you to the Singapore Technical Support
Center.
Pag e C- 1 2 I n t r o d u c t i o n t o P ro / EN G I N E E R
NOTES
License Management Phone Numbers
Japan 81 (0) 3-3346-8280

Hong Kong (852) 2802-8982
Education Services Phone Numbers
Australia 61 2 9955 2833 (Sydney)

61 3 9561 4111 (Melbourne)
China 86-20-87554426 (GuangZhou)
86-21-62785080 (Shanghai)
86-10-65908699 (Beijing)
Hong Kong 852-28028982
India 91-80-2267272 Ext.#306 (Bangalore)
91-11-6474701 (New Delhi)
91-226513152 (Mumbai)
Japan 81-3-3346-8268
Malaysia 03-754 8198
Singapore 65-8309866
South Korea 82-2-3469-1080
Taiwan 886-2-758-8600 (Taipei)
886-4-3103311 (Taichung)
886-7-3323211 (Kaohsiung)
ELECTRONIC SERVICES
Up-to-Date + Worldwide = Maximum
Information ISO 9000 Productivity
Certification with
Quality Control
PTC
System
Products

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Commercial Use Prohibited

PTC Global Services

COPYRIGHT © 1989-2000 PARAMETRIC TECHNOLOGY CORPORATION. ALL RIGHTS

US GOVERNMENT RESTRICTED RIGHTS LEGEND

Order Number DT-072-310-EN

PTC Telephone and Fax Numbers

Education Services Registration in North America

Technical Support (Monday - Friday)

PTC RAND Worldwide

INTRODUCTION TO PRO/ENGINEER 1-1

THE PRO/ENGINEER INTERFACE 2-1

PICK-AND-PLACE FEATURES 3-1

Creating an Edge Chamfer .................................................................................................3-7

SKETCHER BASICS 4-1

SKETCHED FEATURES 5-1

DATUM PLANES 6-1

PARENT/CHILD RELATIONSHIPS 7-1

SWEEPS AND BLENDS 8-1

Representing Relations: Types and Symbols .....................................................................9-4

DUPLICATING FEATURES: PATTERNS AND COPY 10-1

DRAWINGS AND VIEWS 11-1

ADDITIONAL DETAILING AND ASSOCIATIVITY 12-1

Detailing the Drawing...................................................................................................... 12-2

CREATING ASSEMBLIES 13-1

LAYERS AND SUPPRESSION 14-1

EXERCISE 4: Suppressing Components in Assembly Mode ........................................14-22

ADDITIONAL DATUM FEATURES 15-1

ADDITIONAL ADVANCED FEATURES 16-1

THE RESOLVE ENVIRONMENT 17-1

INFORMATION TOOLS 18-1

Obtaining Information about the Assembly ..................................................................... 18-2

CONFIGURING PRO/ENGINEER 19-1

MODELING PHILOSOPHY 20-1

PROJECT LABORATORY A-1

SECTION 1: Creating the Motor Assembly....................................................................A-18

USING PTC.HELP B-1

PTC GLOBAL SERVICES: TECHNICAL SUPPORT C-1

• Explain Pro/ENGINEER’s uses as a solid modeler

Pro/ENGINEER: A SOLID MODELER

• The solid models have volumes and surface areas.

Figure 1: Model Display

• Pro/ENGINEER allows building a model incrementally, adding

Base Feature Protrusion Added Blind Cut Added

Figure 2: Building Models Feature by Feature

• Geometry can be easily changed by modifying dimensions

Figure 3: Protrusion and Hole Follow Side of Block

Original shaft before

Modification of shaft length

The Pro/ENGINEER Interface

• Define the four elements of the main Pro/ENGINEER window and

Figure 1 Sample Model in Pro/E Main Window

• File – C ontains commands for manipulating files

Figure 2: Standard Pro/ENGINEER Toolbar

• Providing status information for every operation performed.

WORKING WITH MODELS

Using Dialog Boxes

General Dialog Box

Figure 3: Example of a Dialog Box

Model Dialog Box

Figure 4: A Model Dialog Box

Buttons in the above dialog box are described below: